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
776
$251K 0.01%
8,785
-87
777
$250K 0.01%
9,118
-117
778
$248K 0.01%
4,512
+496
779
$247K 0.01%
3,726
+123
780
$247K 0.01%
19,000
781
$246K 0.01%
4,506
-138
782
$246K 0.01%
+9,602
783
$245K 0.01%
+11,806
784
$243K 0.01%
14,755
+2,100
785
$242K 0.01%
+9,522
786
$242K 0.01%
16,349
787
$241K 0.01%
6,026
+92
788
$240K 0.01%
+6,372
789
$240K 0.01%
10,819
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790
$239K 0.01%
+712
791
$239K 0.01%
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792
$238K 0.01%
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793
$238K 0.01%
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794
$238K 0.01%
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795
$236K 0.01%
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796
$236K 0.01%
18,661
-11,504
797
$235K 0.01%
2,443
+318
798
$234K 0.01%
5,225
-7,335
799
$234K 0.01%
+2,229
800
$233K 0.01%
+5,578
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