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
2426
$5K ﹤0.01%
+155
2427
$5K ﹤0.01%
+80
2428
$5K ﹤0.01%
+300
2429
$5K ﹤0.01%
+100
2430
$5K ﹤0.01%
+216
2431
$5K ﹤0.01%
+667
2432
$5K ﹤0.01%
+85
2433
$5K ﹤0.01%
+39
2434
$5K ﹤0.01%
+400
2435
$5K ﹤0.01%
+164
2436
$5K ﹤0.01%
+221
2437
$5K ﹤0.01%
+220
2438
$5K ﹤0.01%
+1,121
2439
$5K ﹤0.01%
+112
2440
$5K ﹤0.01%
+190
2441
$5K ﹤0.01%
+78
2442
$5K ﹤0.01%
+850
2443
$5K ﹤0.01%
+298
2444
$5K ﹤0.01%
+100
2445
$5K ﹤0.01%
+100
2446
$5K ﹤0.01%
+38
2447
$5K ﹤0.01%
+63
2448
$5K ﹤0.01%
+69
2449
$5K ﹤0.01%
+159
2450
$5K ﹤0.01%
+300