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
2726
$1K ﹤0.01%
+100
2727
$1K ﹤0.01%
+800
2728
$1K ﹤0.01%
+40
2729
$1K ﹤0.01%
+14
2730
$1K ﹤0.01%
+100
2731
$1K ﹤0.01%
+17
2732
$1K ﹤0.01%
+20
2733
$1K ﹤0.01%
+29
2734
$1K ﹤0.01%
+8
2735
$1K ﹤0.01%
+6
2736
$1K ﹤0.01%
+72
2737
$1K ﹤0.01%
+200
2738
$1K ﹤0.01%
+153
2739
$1K ﹤0.01%
+26
2740
$1K ﹤0.01%
+31
2741
$1K ﹤0.01%
+42
2742
$1K ﹤0.01%
+57
2743
$1K ﹤0.01%
+33
2744
$1K ﹤0.01%
+48
2745
$1K ﹤0.01%
+59
2746
$1K ﹤0.01%
+143
2747
$1K ﹤0.01%
+82
2748
$1K ﹤0.01%
+10
2749
$1K ﹤0.01%
+118
2750
$1K ﹤0.01%
+17
108 109
110
111 112