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
2751
$1K ﹤0.01%
+51
2752
$1K ﹤0.01%
+20
2753
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+16
2754
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+27
2755
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+11
2756
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+12
2757
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+46
2758
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+40
2759
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+37
2760
$1K ﹤0.01%
+19
2761
$1K ﹤0.01%
+25
2762
$1K ﹤0.01%
+67
2763
$1K ﹤0.01%
+20
2764
$1K ﹤0.01%
+73
2765
$1K ﹤0.01%
+32
2766
$1K ﹤0.01%
+100
2767
$1K ﹤0.01%
+44
2768
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+58
2769
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+12
2770
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+29
2771
$1K ﹤0.01%
+387
2772
$1K ﹤0.01%
+21
2773
$1K ﹤0.01%
+18
2774
$1K ﹤0.01%
+19
2775
$1K ﹤0.01%
+35
109 110
111
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