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 5.76%
3 Healthcare 5.56%
4 Industrials 5.34%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$3K ﹤0.01%
+166
2552
$3K ﹤0.01%
+55
2553
$3K ﹤0.01%
+108
2554
$3K ﹤0.01%
+225
2555
$3K ﹤0.01%
+38
2556
$3K ﹤0.01%
+78
2557
$3K ﹤0.01%
+22
2558
$3K ﹤0.01%
+275
2559
$3K ﹤0.01%
+19
2560
$3K ﹤0.01%
+300
2561
$3K ﹤0.01%
+100
2562
$3K ﹤0.01%
+105
2563
$3K ﹤0.01%
+30
2564
$3K ﹤0.01%
+100
2565
$3K ﹤0.01%
+155
2566
$3K ﹤0.01%
+6
2567
$3K ﹤0.01%
+56
2568
$3K ﹤0.01%
+56
2569
$3K ﹤0.01%
+298
2570
$3K ﹤0.01%
+333
2571
$3K ﹤0.01%
+17
2572
$3K ﹤0.01%
+200
2573
$3K ﹤0.01%
+14
2574
$3K ﹤0.01%
+73
2575
$3K ﹤0.01%
+48
101 102
103
104 105