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
1476
$54K ﹤0.01%
+1,069
1477
$54K ﹤0.01%
+2,051
1478
$54K ﹤0.01%
+1,197
1479
$54K ﹤0.01%
+1,121
1480
$54K ﹤0.01%
+569
1481
$53K ﹤0.01%
+700
1482
$53K ﹤0.01%
+577
1483
$53K ﹤0.01%
+1,600
1484
$53K ﹤0.01%
+1,658
1485
$53K ﹤0.01%
+2,424
1486
$53K ﹤0.01%
+3,739
1487
$53K ﹤0.01%
+4,072
1488
$52K ﹤0.01%
+1,750
1489
$52K ﹤0.01%
+875
1490
$52K ﹤0.01%
+1,033
1491
$52K ﹤0.01%
+3,801
1492
$52K ﹤0.01%
+393
1493
$52K ﹤0.01%
+2,805
1494
$52K ﹤0.01%
+8,052
1495
$52K ﹤0.01%
+1,954
1496
$51K ﹤0.01%
+1,000
1497
$51K ﹤0.01%
+3,764
1498
$51K ﹤0.01%
+620
1499
$51K ﹤0.01%
+399
1500
$51K ﹤0.01%
+1,495
58 59
60
61 62