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
2551
$3K ﹤0.01%
+6
2552
$3K ﹤0.01%
+56
2553
$3K ﹤0.01%
+56
2554
$3K ﹤0.01%
+298
2555
$3K ﹤0.01%
+71
2556
$3K ﹤0.01%
+1,120
2557
$3K ﹤0.01%
+47
2558
$3K ﹤0.01%
+67
2559
$3K ﹤0.01%
+9
2560
$3K ﹤0.01%
+333
2561
$3K ﹤0.01%
+17
2562
$3K ﹤0.01%
+200
2563
$3K ﹤0.01%
+14
2564
$3K ﹤0.01%
+73
2565
$3K ﹤0.01%
+48
2566
$3K ﹤0.01%
+500
2567
$3K ﹤0.01%
+14
2568
$3K ﹤0.01%
+36
2569
$3K ﹤0.01%
+129
2570
$3K ﹤0.01%
+195
2571
$3K ﹤0.01%
+234
2572
$3K ﹤0.01%
+150
2573
$3K ﹤0.01%
+69
2574
$3K ﹤0.01%
+36
2575
$3K ﹤0.01%
+115
101 102
103
104 105