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
2676
$1K ﹤0.01%
+17
2677
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+10
2678
$1K ﹤0.01%
+21
2679
$1K ﹤0.01%
+4
2680
– –
0
2681
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+2
2682
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+745
2683
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+8
2684
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+50
2685
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+56
2686
$1K ﹤0.01%
+40
2687
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+14
2688
$1K ﹤0.01%
+100
2689
$1K ﹤0.01%
+44
2690
$1K ﹤0.01%
+58
2691
$1K ﹤0.01%
+12
2692
$1K ﹤0.01%
+29
2693
$1K ﹤0.01%
+387
2694
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+18
2695
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+19
2696
$1K ﹤0.01%
+35
2697
$1K ﹤0.01%
+103
2698
$1K ﹤0.01%
+258
2699
$1K ﹤0.01%
+30
2700
$1K ﹤0.01%
+56
106 107
108
109 110