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
2301
$7K ﹤0.01%
+36
2302
$7K ﹤0.01%
+1,070
2303
$7K ﹤0.01%
+100
2304
$7K ﹤0.01%
+180
2305
$7K ﹤0.01%
+270
2306
$7K ﹤0.01%
+119
2307
$7K ﹤0.01%
+600
2308
$7K ﹤0.01%
+186
2309
$7K ﹤0.01%
+709
2310
$7K ﹤0.01%
+103
2311
$7K ﹤0.01%
+46
2312
$7K ﹤0.01%
+160
2313
$7K ﹤0.01%
+41
2314
$7K ﹤0.01%
+200
2315
$7K ﹤0.01%
+270
2316
$7K ﹤0.01%
+250
2317
$7K ﹤0.01%
+947
2318
$7K ﹤0.01%
+91
2319
$7K ﹤0.01%
+113
2320
$7K ﹤0.01%
+695
2321
$7K ﹤0.01%
+94
2322
$7K ﹤0.01%
+354
2323
$7K ﹤0.01%
+120
2324
$7K ﹤0.01%
+136
2325
$7K ﹤0.01%
+100