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
2276
$8K ﹤0.01%
+249
2277
$8K ﹤0.01%
+506
2278
$8K ﹤0.01%
+500
2279
$8K ﹤0.01%
+120
2280
$8K ﹤0.01%
+88
2281
$8K ﹤0.01%
+245
2282
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+147
2283
$8K ﹤0.01%
+1,177
2284
$8K ﹤0.01%
+731
2285
$8K ﹤0.01%
+400
2286
0
2287
$8K ﹤0.01%
+181
2288
$8K ﹤0.01%
+5,000
2289
$8K ﹤0.01%
+1,400
2290
$8K ﹤0.01%
+675
2291
$8K ﹤0.01%
+1,000
2292
$8K ﹤0.01%
+300
2293
$8K ﹤0.01%
+2,000
2294
$8K ﹤0.01%
+1,000
2295
$8K ﹤0.01%
+822
2296
$8K ﹤0.01%
+96
2297
$8K ﹤0.01%
+320
2298
$8K ﹤0.01%
+255
2299
$8K ﹤0.01%
+6
2300
$7K ﹤0.01%
+194