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
2401
$6K ﹤0.01%
+78
2402
$6K ﹤0.01%
+1,403
2403
$6K ﹤0.01%
+800
2404
$6K ﹤0.01%
+142
2405
$6K ﹤0.01%
+450
2406
$6K ﹤0.01%
+600
2407
$6K ﹤0.01%
+61
2408
$6K ﹤0.01%
+200
2409
$6K ﹤0.01%
+175
2410
$6K ﹤0.01%
+12
2411
$6K ﹤0.01%
+502
2412
$6K ﹤0.01%
+2,124
2413
$6K ﹤0.01%
+171
2414
$6K ﹤0.01%
+253
2415
$6K ﹤0.01%
+89
2416
$6K ﹤0.01%
+171
2417
$6K ﹤0.01%
+2,300
2418
$6K ﹤0.01%
+40
2419
$6K ﹤0.01%
+263
2420
$6K ﹤0.01%
+641
2421
$5K ﹤0.01%
+216
2422
$5K ﹤0.01%
+667
2423
$5K ﹤0.01%
+159
2424
$5K ﹤0.01%
+300
2425
$5K ﹤0.01%
+108