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
2326
$7K ﹤0.01%
+389
2327
$7K ﹤0.01%
+178
2328
$7K ﹤0.01%
+367
2329
$7K ﹤0.01%
+132
2330
$7K ﹤0.01%
+400
2331
$7K ﹤0.01%
+54
2332
$7K ﹤0.01%
+337
2333
$7K ﹤0.01%
+400
2334
$7K ﹤0.01%
+500
2335
$7K ﹤0.01%
+68
2336
$7K ﹤0.01%
+200
2337
$7K ﹤0.01%
+115
2338
$7K ﹤0.01%
+270
2339
$7K ﹤0.01%
+800
2340
$7K ﹤0.01%
+100
2341
$7K ﹤0.01%
+260
2342
$7K ﹤0.01%
+460
2343
$7K ﹤0.01%
+294
2344
$7K ﹤0.01%
181
-15,178
2345
$7K ﹤0.01%
+4,000
2346
$7K ﹤0.01%
+500
2347
$7K ﹤0.01%
+231
2348
$7K ﹤0.01%
+365
2349
$7K ﹤0.01%
+566
2350
$7K ﹤0.01%
+557