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
2376
$6K ﹤0.01%
+1,500
2377
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+65
2378
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+188
2379
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2380
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+12
2381
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+114
2382
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+201
2383
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+420
2384
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+139
2385
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+100
2386
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+200
2387
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2388
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2389
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+278
2390
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+503
2391
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+115
2392
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+1,000
2393
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+900
2394
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+900
2395
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+463
2396
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+100
2397
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+100
2398
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+289
2399
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+100
2400
$6K ﹤0.01%
+225