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
2576
$3K ﹤0.01%
+400
2577
$3K ﹤0.01%
+69
2578
$3K ﹤0.01%
+193
2579
$3K ﹤0.01%
+119
2580
$2K ﹤0.01%
+61
2581
$2K ﹤0.01%
+54
2582
$2K ﹤0.01%
+26
2583
$2K ﹤0.01%
+1,700
2584
$2K ﹤0.01%
+48
2585
$2K ﹤0.01%
+117
2586
$2K ﹤0.01%
+105
2587
$2K ﹤0.01%
+27
2588
$2K ﹤0.01%
+83
2589
$2K ﹤0.01%
+147
2590
$2K ﹤0.01%
+425
2591
$2K ﹤0.01%
+277
2592
$2K ﹤0.01%
+70
2593
$2K ﹤0.01%
+31
2594
$2K ﹤0.01%
+33
2595
$2K ﹤0.01%
+25
2596
$2K ﹤0.01%
+39
2597
$2K ﹤0.01%
+53
2598
$2K ﹤0.01%
+86
2599
$2K ﹤0.01%
+296
2600
$2K ﹤0.01%
+125
102 103
104
105 106