SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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 Sells

1 +$38.9M
2 +$22.8M
3 +$22.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.78M

Sector Composition

1 Financials 5.57%
2 Healthcare 5.23%
3 Industrials 4.67%
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%
+140
2277
$8K ﹤0.01%
+902
2278
$8K ﹤0.01%
+400
2279
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+100
2280
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+764
2281
$8K ﹤0.01%
+160
2282
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+109
2283
$8K ﹤0.01%
+120
2284
$8K ﹤0.01%
+245
2285
$8K ﹤0.01%
+147
2286
$8K ﹤0.01%
+1,177
2287
$8K ﹤0.01%
+731
2288
$8K ﹤0.01%
+255
2289
$8K ﹤0.01%
+6
2290
$8K ﹤0.01%
+400
2291
0
2292
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+181
2293
$8K ﹤0.01%
+5,000
2294
$8K ﹤0.01%
+1,400
2295
$8K ﹤0.01%
+675
2296
$8K ﹤0.01%
+1,000
2297
$8K ﹤0.01%
+822
2298
$8K ﹤0.01%
+96
2299
$8K ﹤0.01%
+320
2300
$7K ﹤0.01%
+178