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
2776
$1K ﹤0.01%
46
-24,564
2777
$1K ﹤0.01%
+17
2778
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+21
2779
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+25
2780
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+25
2781
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+67
2782
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+20
2783
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+73
2784
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+32
2785
$1K ﹤0.01%
+21
2786
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+77
2787
$1K ﹤0.01%
+80
2788
$1K ﹤0.01%
+55
2789
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+13
2790
$1K ﹤0.01%
+79
2791
$1K ﹤0.01%
+22
2792
$1K ﹤0.01%
+750
2793
$0 ﹤0.01%
+18
2794
– –
0
2795
$0 ﹤0.01%
+17
2796
$0 ﹤0.01%
+40
2797
$0 ﹤0.01%
+22
2798
– –
0
2799
$0 ﹤0.01%
+5
2800
$0 ﹤0.01%
+8
110 111
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