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
2676
$1K ﹤0.01%
+200
2677
$1K ﹤0.01%
+60
2678
$1K ﹤0.01%
+50
2679
$1K ﹤0.01%
+41
2680
$1K ﹤0.01%
+25
2681
$1K ﹤0.01%
+87
2682
$1K ﹤0.01%
+420
2683
$1K ﹤0.01%
+44
2684
$1K ﹤0.01%
+24
2685
$1K ﹤0.01%
+100
2686
$1K ﹤0.01%
+80
2687
$1K ﹤0.01%
+15
2688
$1K ﹤0.01%
+100
2689
$1K ﹤0.01%
+34
2690
$1K ﹤0.01%
46
-24,564
2691
$1K ﹤0.01%
+17
2692
$1K ﹤0.01%
+21
2693
$1K ﹤0.01%
+25
2694
$1K ﹤0.01%
+13
2695
$1K ﹤0.01%
+79
2696
$1K ﹤0.01%
+22
2697
$1K ﹤0.01%
+750
2698
$1K ﹤0.01%
+113
2699
$1K ﹤0.01%
+17
2700
$1K ﹤0.01%
+10
106 107
108
109 110