SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,110
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$10.8M
3 +$5.5M
4
BND icon
Vanguard Total Bond Market
BND
+$5.31M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.52M

Top Sells

1 +$38.9M
2 +$22.8M
3 +$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.62%
4 Technology 4.32%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$9K ﹤0.01%
+460
2252
$9K ﹤0.01%
+863
2253
$9K ﹤0.01%
+182
2254
$8K ﹤0.01%
+764
2255
$8K ﹤0.01%
+160
2256
$8K ﹤0.01%
+276
2257
$8K ﹤0.01%
+699
2258
$8K ﹤0.01%
+200
2259
$8K ﹤0.01%
+373
2260
$8K ﹤0.01%
+400
2261
$8K ﹤0.01%
+140
2262
$8K ﹤0.01%
+902
2263
$8K ﹤0.01%
+400
2264
$8K ﹤0.01%
+100
2265
$8K ﹤0.01%
+500
2266
$8K ﹤0.01%
+300
2267
$8K ﹤0.01%
+239
2268
$8K ﹤0.01%
+152
2269
$8K ﹤0.01%
+163
2270
$8K ﹤0.01%
+109
2271
$8K ﹤0.01%
+120
2272
$8K ﹤0.01%
+295
2273
$8K ﹤0.01%
+300
2274
$8K ﹤0.01%
+234
2275
$8K ﹤0.01%
+348