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
2701
$1K ﹤0.01%
+69
2702
$1K ﹤0.01%
+26
2703
$1K ﹤0.01%
+200
2704
$1K ﹤0.01%
+14
2705
$1K ﹤0.01%
+9
2706
$1K ﹤0.01%
+40
2707
$1K ﹤0.01%
+10
2708
$1K ﹤0.01%
+16
2709
$1K ﹤0.01%
+10
2710
$1K ﹤0.01%
+420
2711
$1K ﹤0.01%
+138
2712
$1K ﹤0.01%
+60
2713
$1K ﹤0.01%
+34
2714
$1K ﹤0.01%
+250
2715
$1K ﹤0.01%
+52
2716
$1K ﹤0.01%
+400
2717
$1K ﹤0.01%
+12
2718
$1K ﹤0.01%
+72
2719
$1K ﹤0.01%
+22
2720
$1K ﹤0.01%
+33
2721
$1K ﹤0.01%
+20
2722
$1K ﹤0.01%
+152
2723
$1K ﹤0.01%
+24
2724
$1K ﹤0.01%
+100
2725
$1K ﹤0.01%
+3
107 108
109
110 111