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
2526
$3K ﹤0.01%
+250
2527
$3K ﹤0.01%
+200
2528
$3K ﹤0.01%
+68
2529
$3K ﹤0.01%
+106
2530
$3K ﹤0.01%
+104
2531
$3K ﹤0.01%
+90
2532
$3K ﹤0.01%
+20
2533
$3K ﹤0.01%
+100
2534
$3K ﹤0.01%
+525
2535
$3K ﹤0.01%
+166
2536
$3K ﹤0.01%
+476
2537
$3K ﹤0.01%
+55
2538
$3K ﹤0.01%
+108
2539
$3K ﹤0.01%
+225
2540
$3K ﹤0.01%
+38
2541
$3K ﹤0.01%
+78
2542
$3K ﹤0.01%
+22
2543
$3K ﹤0.01%
+275
2544
$3K ﹤0.01%
+19
2545
$3K ﹤0.01%
+300
2546
$3K ﹤0.01%
+100
2547
$3K ﹤0.01%
+105
2548
$3K ﹤0.01%
+30
2549
$3K ﹤0.01%
+100
2550
$3K ﹤0.01%
+155
100 101
102
103 104