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
2501
$3K ﹤0.01%
+120
2502
$3K ﹤0.01%
+56
2503
$3K ﹤0.01%
+260
2504
$3K ﹤0.01%
+56
2505
$3K ﹤0.01%
+253
2506
$3K ﹤0.01%
+163
2507
$3K ﹤0.01%
+300
2508
$3K ﹤0.01%
+3,141
2509
$3K ﹤0.01%
+100
2510
$3K ﹤0.01%
+38
2511
$3K ﹤0.01%
+66
2512
$3K ﹤0.01%
+900
2513
$3K ﹤0.01%
+100
2514
$3K ﹤0.01%
+221
2515
$3K ﹤0.01%
+250
2516
$3K ﹤0.01%
+600
2517
$3K ﹤0.01%
+451
2518
$3K ﹤0.01%
+95
2519
$3K ﹤0.01%
+250
2520
$3K ﹤0.01%
+47
2521
$3K ﹤0.01%
+47
2522
$3K ﹤0.01%
+300
2523
$3K ﹤0.01%
+58
2524
$3K ﹤0.01%
+500
2525
$3K ﹤0.01%
+125
99 100
101
102 103