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
1076
$121K 0.01%
11,056
1077
$121K 0.01%
+817
1078
$121K 0.01%
+5,976
1079
$121K 0.01%
+5,838
1080
$121K 0.01%
+7,955
1081
$121K 0.01%
+2,426
1082
$120K 0.01%
+3,874
1083
$120K 0.01%
+2,490
1084
$120K 0.01%
+5,393
1085
$120K 0.01%
+3,382
1086
$120K 0.01%
+814
1087
$119K 0.01%
1,464
-3,934
1088
$119K 0.01%
+1,294
1089
$119K 0.01%
+2,477
1090
$119K 0.01%
+4,367
1091
$119K 0.01%
+5,000
1092
$118K 0.01%
+1,834
1093
$118K 0.01%
+1,709
1094
$118K 0.01%
+6,288
1095
$118K 0.01%
+8,050
1096
$117K 0.01%
+1,428
1097
$117K 0.01%
+8,872
1098
$117K 0.01%
+2,228
1099
$117K 0.01%
+3,296
1100
$116K 0.01%
+20,100
42 43
44
45 46