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
901
$191K 0.01%
+4,804
902
$191K 0.01%
3,032
-1,534
903
$190K 0.01%
+6,180
904
$188K 0.01%
+3,705
905
$188K 0.01%
1,707
-140
906
$187K 0.01%
2,341
-423
907
$187K 0.01%
+3,312
908
$187K 0.01%
+7,010
909
$185K 0.01%
+2,599
910
$185K 0.01%
+2,925
911
$185K 0.01%
+3,435
912
$185K 0.01%
+4,250
913
$184K 0.01%
3,839
-2,940
914
$184K 0.01%
+2,400
915
$184K 0.01%
20,000
-15,250
916
$184K 0.01%
+1,470
917
$183K 0.01%
+2,442
918
$183K 0.01%
+5,495
919
$183K 0.01%
+1,611
920
$182K 0.01%
6,973
-1,185
921
$182K 0.01%
25,400
922
$181K 0.01%
+5,760
923
$180K 0.01%
+1,619
924
$180K 0.01%
3,688
925
$179K 0.01%
+2,014
35 36
37
38 39