SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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 4.62%
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%
+800
2302
$7K ﹤0.01%
+365
2303
$7K ﹤0.01%
+566
2304
$7K ﹤0.01%
+695
2305
$7K ﹤0.01%
+94
2306
$7K ﹤0.01%
+354
2307
$7K ﹤0.01%
+120
2308
$7K ﹤0.01%
+136
2309
$7K ﹤0.01%
+100
2310
$7K ﹤0.01%
+367
2311
$7K ﹤0.01%
+132
2312
$7K ﹤0.01%
+400
2313
$7K ﹤0.01%
+231
2314
$7K ﹤0.01%
+194
2315
$7K ﹤0.01%
+36
2316
$7K ﹤0.01%
+1,070
2317
$7K ﹤0.01%
+100
2318
$7K ﹤0.01%
+180
2319
$7K ﹤0.01%
+270
2320
$7K ﹤0.01%
+119
2321
$7K ﹤0.01%
+600
2322
$7K ﹤0.01%
+186
2323
$7K ﹤0.01%
+709
2324
$7K ﹤0.01%
+103
2325
$7K ﹤0.01%
+46