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
2651
$2K ﹤0.01%
+230
2652
$2K ﹤0.01%
+1
2653
$2K ﹤0.01%
+264
2654
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+232
2655
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+34
2656
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+46
2657
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+26
2658
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+34
2659
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+135
2660
$2K ﹤0.01%
+46
2661
$2K ﹤0.01%
+20
2662
$2K ﹤0.01%
+13
2663
$2K ﹤0.01%
+108
2664
$2K ﹤0.01%
+50
2665
$2K ﹤0.01%
+410
2666
$2K ﹤0.01%
32
-12
2667
$2K ﹤0.01%
+125
2668
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+200
2669
$2K ﹤0.01%
+54
2670
$2K ﹤0.01%
+67
2671
$2K ﹤0.01%
+500
2672
$2K ﹤0.01%
+141
2673
$2K ﹤0.01%
+33
2674
$2K ﹤0.01%
+62
2675
$1K ﹤0.01%
+113
105 106
107
108 109