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
1251
$87K ﹤0.01%
+2,822
1252
$87K ﹤0.01%
+737
1253
$87K ﹤0.01%
+2,420
1254
$86K ﹤0.01%
+6,700
1255
$86K ﹤0.01%
+637
1256
$85K ﹤0.01%
+2,800
1257
$85K ﹤0.01%
+1,566
1258
$85K ﹤0.01%
+1,893
1259
$85K ﹤0.01%
+3,200
1260
$85K ﹤0.01%
+3,197
1261
$85K ﹤0.01%
+2,411
1262
$85K ﹤0.01%
+3,780
1263
$84K ﹤0.01%
+3,600
1264
$84K ﹤0.01%
+1,537
1265
$84K ﹤0.01%
+9,843
1266
$84K ﹤0.01%
+3,489
1267
$84K ﹤0.01%
1,517
-847
1268
$84K ﹤0.01%
107
-11
1269
$83K ﹤0.01%
+5,575
1270
$83K ﹤0.01%
8,719
-1,342
1271
$83K ﹤0.01%
+1,776
1272
$83K ﹤0.01%
+2,807
1273
$83K ﹤0.01%
+1,650
1274
$83K ﹤0.01%
+3,500
1275
$83K ﹤0.01%
+5,551
49 50
51
52 53