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
976
$156K 0.01%
+9,185
977
$156K 0.01%
+7,569
978
$155K 0.01%
+2,440
979
$155K 0.01%
+2,267
980
$155K 0.01%
19,300
+1,600
981
$153K 0.01%
+2,190
982
$153K 0.01%
2,765
-1,621
983
$153K 0.01%
+11,513
984
$153K 0.01%
+1,021
985
$153K 0.01%
+6,000
986
$152K 0.01%
+7,771
987
$152K 0.01%
+3,830
988
$152K 0.01%
+4,925
989
$152K 0.01%
11,291
990
$152K 0.01%
+808
991
$150K 0.01%
+3,156
992
$150K 0.01%
+2,006
993
$149K 0.01%
3,794
-10,250
994
$149K 0.01%
+1,786
995
$149K 0.01%
+5,950
996
$148K 0.01%
20,000
997
$147K 0.01%
+1,862
998
$147K 0.01%
+4,220
999
$147K 0.01%
+1,598
1000
$146K 0.01%
5,633
-2,872
38 39
40
41 42