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
1451
$57K ﹤0.01%
+1,034
1452
$57K ﹤0.01%
+800
1453
$57K ﹤0.01%
+1,020
1454
$57K ﹤0.01%
+965
1455
$57K ﹤0.01%
+3,550
1456
$57K ﹤0.01%
+1,972
1457
$57K ﹤0.01%
+4,384
1458
$56K ﹤0.01%
+2,106
1459
$56K ﹤0.01%
+1,250
1460
$56K ﹤0.01%
+2,601
1461
$56K ﹤0.01%
+3,240
1462
$56K ﹤0.01%
+2,000
1463
$56K ﹤0.01%
+1,197
1464
$56K ﹤0.01%
+888
1465
$55K ﹤0.01%
+892
1466
$55K ﹤0.01%
+520
1467
$55K ﹤0.01%
+3,923
1468
$55K ﹤0.01%
+1,981
1469
$55K ﹤0.01%
+4,900
1470
$54K ﹤0.01%
+1,623
1471
$54K ﹤0.01%
+3,000
1472
$54K ﹤0.01%
+2,300
1473
$54K ﹤0.01%
+2,595
1474
$54K ﹤0.01%
+1,108
1475
$54K ﹤0.01%
+1,868
57 58
59
60 61