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
1351
$70K ﹤0.01%
+2,453
1352
$70K ﹤0.01%
10,400
-1,400
1353
$70K ﹤0.01%
+1,635
1354
$70K ﹤0.01%
+2,453
1355
$70K ﹤0.01%
+989
1356
$70K ﹤0.01%
+2,011
1357
$69K ﹤0.01%
+3,449
1358
$69K ﹤0.01%
+1,403
1359
$69K ﹤0.01%
+6,631
1360
$69K ﹤0.01%
+790
1361
$69K ﹤0.01%
+2,851
1362
$69K ﹤0.01%
+1,850
1363
$68K ﹤0.01%
+2,570
1364
$68K ﹤0.01%
5,517
-9,625
1365
$68K ﹤0.01%
+898
1366
$68K ﹤0.01%
+2,702
1367
$68K ﹤0.01%
+3,693
1368
$67K ﹤0.01%
1,278
-3,560
1369
$67K ﹤0.01%
+1,724
1370
$67K ﹤0.01%
+600
1371
$67K ﹤0.01%
+1,311
1372
$67K ﹤0.01%
+1,353
1373
$67K ﹤0.01%
+108
1374
$67K ﹤0.01%
+1,750
1375
$67K ﹤0.01%
+1,527
53 54
55
56 57