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
$2.23B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,885
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$3.17M
3
+$2.82M
4
MDP
Meredith Corporation
MDP
+$2.6M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.48M

Top Sells

1
+$7.69M
2
+$6.43M
3
+$6.31M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.85M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.74M

Sector Composition

1 Financials 6.72%
2 Technology 5.77%
3 Healthcare 5.57%
4 Industrials 5.33%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4K ﹤0.01%
+129
2477
$4K ﹤0.01%
+500
2478
$4K ﹤0.01%
+106
2479
$4K ﹤0.01%
+250
2480
$4K ﹤0.01%
+507
2481
$4K ﹤0.01%
+200
2482
$4K ﹤0.01%
+210
2483
$4K ﹤0.01%
+550
2484
$4K ﹤0.01%
+123
2485
$4K ﹤0.01%
+310
2486
$4K ﹤0.01%
+700
2487
$4K ﹤0.01%
+45
2488
$4K ﹤0.01%
+51
2489
$4K ﹤0.01%
+69
2490
$3K ﹤0.01%
+1,000
2491
$3K ﹤0.01%
+211
2492
$3K ﹤0.01%
+28
2493
$3K ﹤0.01%
+65
2494
$3K ﹤0.01%
+134
2495
$3K ﹤0.01%
+100
2496
$3K ﹤0.01%
+46
2497
$3K ﹤0.01%
+75
2498
$3K ﹤0.01%
+95
2499
$3K ﹤0.01%
+79
2500
$3K ﹤0.01%
+33
98 99
100
101 102