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
876
$201K 0.01%
5,098
-4,588
877
$201K 0.01%
7,529
-4,110
878
$200K 0.01%
+2,202
879
$200K 0.01%
+3,880
880
$198K 0.01%
1,991
-2,505
881
$198K 0.01%
+1,811
882
$198K 0.01%
+4,201
883
$198K 0.01%
3,753
-28
884
$198K 0.01%
+3,650
885
$197K 0.01%
10,942
-550
886
$197K 0.01%
19,500
-6,500
887
$197K 0.01%
+5,032
888
$196K 0.01%
1,520
+26
889
$196K 0.01%
2,450
890
$195K 0.01%
+6,803
891
$195K 0.01%
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892
$195K 0.01%
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893
$194K 0.01%
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-326
894
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895
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896
$194K 0.01%
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897
$193K 0.01%
15,461
-4,600
898
$193K 0.01%
+4,982
899
$193K 0.01%
+4,524
900
$191K 0.01%
+8,261
34 35
36
37 38