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
2326
$7K ﹤0.01%
+160
2327
$7K ﹤0.01%
+41
2328
$7K ﹤0.01%
+200
2329
$7K ﹤0.01%
+270
2330
$7K ﹤0.01%
+250
2331
$7K ﹤0.01%
+947
2332
$7K ﹤0.01%
+91
2333
$7K ﹤0.01%
+113
2334
$7K ﹤0.01%
+389
2335
$7K ﹤0.01%
+54
2336
$7K ﹤0.01%
+325
2337
$7K ﹤0.01%
+337
2338
$7K ﹤0.01%
+400
2339
$7K ﹤0.01%
+500
2340
$7K ﹤0.01%
+68
2341
$7K ﹤0.01%
+200
2342
$7K ﹤0.01%
+115
2343
$7K ﹤0.01%
+270
2344
$7K ﹤0.01%
+100
2345
$7K ﹤0.01%
+260
2346
$7K ﹤0.01%
+460
2347
$7K ﹤0.01%
+294
2348
$7K ﹤0.01%
181
-15,178
2349
$7K ﹤0.01%
+500
2350
$7K ﹤0.01%
+557