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
1426
$60K ﹤0.01%
+850
1427
$60K ﹤0.01%
+1,062
1428
$60K ﹤0.01%
+1,241
1429
$60K ﹤0.01%
+2,322
1430
$60K ﹤0.01%
+1,326
1431
$60K ﹤0.01%
+1,580
1432
$60K ﹤0.01%
+833
1433
$60K ﹤0.01%
+1,753
1434
$59K ﹤0.01%
2,003
1435
$59K ﹤0.01%
+4,000
1436
$59K ﹤0.01%
+467
1437
$59K ﹤0.01%
+737
1438
$59K ﹤0.01%
+2,698
1439
$59K ﹤0.01%
+1,900
1440
$59K ﹤0.01%
+1,093
1441
$58K ﹤0.01%
+5,318
1442
$58K ﹤0.01%
+2,692
1443
$58K ﹤0.01%
+4,050
1444
$58K ﹤0.01%
+1,023
1445
$58K ﹤0.01%
+5,100
1446
$58K ﹤0.01%
+2,053
1447
$57K ﹤0.01%
+973
1448
$57K ﹤0.01%
+1,933
1449
$57K ﹤0.01%
+1,102
1450
$57K ﹤0.01%
+1,341
56 57
58
59 60