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
2626
$2K ﹤0.01%
+114
2627
$2K ﹤0.01%
+67
2628
$2K ﹤0.01%
+103
2629
$2K ﹤0.01%
+44
2630
$2K ﹤0.01%
+66
2631
$2K ﹤0.01%
+40
2632
$2K ﹤0.01%
+200
2633
$2K ﹤0.01%
+1
2634
$2K ﹤0.01%
+135
2635
$2K ﹤0.01%
+76
2636
$2K ﹤0.01%
+25
2637
$2K ﹤0.01%
+174
2638
$2K ﹤0.01%
+21
2639
$2K ﹤0.01%
+13
2640
$2K ﹤0.01%
+46
2641
$2K ﹤0.01%
+120
2642
$2K ﹤0.01%
+28
2643
$2K ﹤0.01%
+51
2644
$2K ﹤0.01%
+25
2645
$2K ﹤0.01%
+92
2646
$2K ﹤0.01%
+45
2647
$2K ﹤0.01%
+224
2648
$2K ﹤0.01%
+46
2649
$2K ﹤0.01%
+13
2650
$2K ﹤0.01%
+145
104 105
106
107 108