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
951
$168K 0.01%
+3,553
952
$167K 0.01%
8,000
-1,630
953
$167K 0.01%
4,328
-340
954
$167K 0.01%
+2,805
955
$166K 0.01%
+4,423
956
$165K 0.01%
+1,525
957
$165K 0.01%
+1,576
958
$165K 0.01%
+16,214
959
$164K 0.01%
11,009
-2,991
960
$163K 0.01%
+1,874
961
$162K 0.01%
+2,040
962
$162K 0.01%
+3,730
963
$162K 0.01%
+1,030
964
$162K 0.01%
+5,999
965
$162K 0.01%
+3,566
966
$161K 0.01%
+1,263
967
$161K 0.01%
1,348
-1,609
968
$160K 0.01%
+2,697
969
$160K 0.01%
+3,943
970
$159K 0.01%
14,240
971
$158K 0.01%
+2,690
972
$158K 0.01%
17,091
+6,048
973
$158K 0.01%
+5,673
974
$157K 0.01%
+1,312
975
$157K 0.01%
11,258
-6,592
37 38
39
40 41