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
2751
$1K ﹤0.01%
+42
2752
$1K ﹤0.01%
+57
2753
$1K ﹤0.01%
+33
2754
$1K ﹤0.01%
+48
2755
$1K ﹤0.01%
+59
2756
$1K ﹤0.01%
+143
2757
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+82
2758
$1K ﹤0.01%
+10
2759
$1K ﹤0.01%
+118
2760
$1K ﹤0.01%
+17
2761
$1K ﹤0.01%
+51
2762
$1K ﹤0.01%
+20
2763
$1K ﹤0.01%
+16
2764
$1K ﹤0.01%
+27
2765
$1K ﹤0.01%
+11
2766
$1K ﹤0.01%
+12
2767
$1K ﹤0.01%
+46
2768
$1K ﹤0.01%
+40
2769
$1K ﹤0.01%
+37
2770
$1K ﹤0.01%
+19
2771
$1K ﹤0.01%
+100
2772
$1K ﹤0.01%
+80
2773
$1K ﹤0.01%
+15
2774
$1K ﹤0.01%
+100
2775
$1K ﹤0.01%
+34
109 110
111
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