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
2376
$6K ﹤0.01%
+420
2377
$6K ﹤0.01%
+139
2378
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+100
2379
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+200
2380
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+164
2381
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+110
2382
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+278
2383
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+115
2384
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+1,000
2385
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+900
2386
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+900
2387
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+463
2388
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+100
2389
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+100
2390
$6K ﹤0.01%
+289
2391
$6K ﹤0.01%
+100
2392
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+225
2393
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+225
2394
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+305
2395
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+270
2396
$6K ﹤0.01%
+20
2397
$6K ﹤0.01%
+1,000
2398
$6K ﹤0.01%
+228
2399
$6K ﹤0.01%
+78
2400
$6K ﹤0.01%
+1,403