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
2351
$7K ﹤0.01%
+4,000
2352
$6K ﹤0.01%
+1,083
2353
$6K ﹤0.01%
+149
2354
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+171
2355
$6K ﹤0.01%
+250
2356
$6K ﹤0.01%
+1,469
2357
$6K ﹤0.01%
+255
2358
$6K ﹤0.01%
+85
2359
$6K ﹤0.01%
+383
2360
$6K ﹤0.01%
+123
2361
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+150
2362
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+300
2363
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+20
2364
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+1,000
2365
$6K ﹤0.01%
+228
2366
$6K ﹤0.01%
+61
2367
$6K ﹤0.01%
+200
2368
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+91
2369
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+500
2370
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+45
2371
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+46
2372
$6K ﹤0.01%
+181
2373
$6K ﹤0.01%
+153
2374
$6K ﹤0.01%
+808
2375
$6K ﹤0.01%
+400