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
1276
$83K ﹤0.01%
+1,134
1277
$83K ﹤0.01%
1,000
1278
$83K ﹤0.01%
+1,523
1279
$82K ﹤0.01%
+1,723
1280
$82K ﹤0.01%
+2,020
1281
$82K ﹤0.01%
+2,761
1282
$82K ﹤0.01%
+1,483
1283
$81K ﹤0.01%
+6,446
1284
$81K ﹤0.01%
+757
1285
$81K ﹤0.01%
+3,650
1286
$81K ﹤0.01%
+5,191
1287
$81K ﹤0.01%
+3,370
1288
$81K ﹤0.01%
+7,596
1289
$80K ﹤0.01%
+2,314
1290
$80K ﹤0.01%
+3,100
1291
$80K ﹤0.01%
+3,330
1292
$80K ﹤0.01%
19,182
+5,412
1293
$80K ﹤0.01%
+1,138
1294
$79K ﹤0.01%
+2,070
1295
$79K ﹤0.01%
+2,768
1296
$79K ﹤0.01%
+4,200
1297
$79K ﹤0.01%
+1,033
1298
$79K ﹤0.01%
+445
1299
$78K ﹤0.01%
+3,866
1300
$78K ﹤0.01%
2,544
-30,669
50 51
52
53 54