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
2726
$1K ﹤0.01%
+11
2727
$1K ﹤0.01%
+42
2728
$1K ﹤0.01%
+15
2729
$1K ﹤0.01%
+25
2730
$1K ﹤0.01%
+28
2731
$1K ﹤0.01%
+100
2732
$1K ﹤0.01%
+800
2733
$1K ﹤0.01%
+50
2734
$1K ﹤0.01%
+41
2735
$1K ﹤0.01%
+25
2736
$1K ﹤0.01%
+87
2737
$1K ﹤0.01%
+420
2738
$1K ﹤0.01%
+44
2739
$1K ﹤0.01%
+24
2740
$1K ﹤0.01%
+100
2741
$1K ﹤0.01%
+17
2742
$1K ﹤0.01%
+20
2743
$1K ﹤0.01%
+29
2744
$1K ﹤0.01%
+8
2745
$1K ﹤0.01%
+6
2746
$1K ﹤0.01%
+72
2747
$1K ﹤0.01%
+200
2748
$1K ﹤0.01%
+153
2749
$1K ﹤0.01%
+26
2750
$1K ﹤0.01%
+31
108 109
110
111 112