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
2351
$7K ﹤0.01%
+325
2352
$6K ﹤0.01%
+503
2353
$6K ﹤0.01%
+250
2354
$6K ﹤0.01%
+91
2355
$6K ﹤0.01%
+500
2356
$6K ﹤0.01%
+1,469
2357
$6K ﹤0.01%
+45
2358
$6K ﹤0.01%
+46
2359
$6K ﹤0.01%
+181
2360
$6K ﹤0.01%
+153
2361
$6K ﹤0.01%
+808
2362
$6K ﹤0.01%
+400
2363
$6K ﹤0.01%
+1,500
2364
$6K ﹤0.01%
+65
2365
$6K ﹤0.01%
+188
2366
$6K ﹤0.01%
+213
2367
$6K ﹤0.01%
+255
2368
$6K ﹤0.01%
+85
2369
$6K ﹤0.01%
+383
2370
$6K ﹤0.01%
+12
2371
$6K ﹤0.01%
+114
2372
$6K ﹤0.01%
+123
2373
$6K ﹤0.01%
+150
2374
$6K ﹤0.01%
+300
2375
$6K ﹤0.01%
+201