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
1501
$51K ﹤0.01%
+1,069
1502
$50K ﹤0.01%
+1,588
1503
$50K ﹤0.01%
+971
1504
$50K ﹤0.01%
+1,168
1505
$50K ﹤0.01%
+4,729
1506
$50K ﹤0.01%
+2,000
1507
$50K ﹤0.01%
+1,200
1508
$50K ﹤0.01%
+4,056
1509
$50K ﹤0.01%
+2,442
1510
$50K ﹤0.01%
+4,550
1511
$50K ﹤0.01%
+1,540
1512
$50K ﹤0.01%
+262
1513
$49K ﹤0.01%
+2,650
1514
$49K ﹤0.01%
+525
1515
$49K ﹤0.01%
+862
1516
$49K ﹤0.01%
+2,000
1517
$49K ﹤0.01%
+878
1518
$49K ﹤0.01%
+2,834
1519
$49K ﹤0.01%
+1,241
1520
$49K ﹤0.01%
+2,215
1521
$49K ﹤0.01%
+650
1522
$48K ﹤0.01%
+3,923
1523
$48K ﹤0.01%
+2,517
1524
$48K ﹤0.01%
+891
1525
$48K ﹤0.01%
+1,334
59 60
61
62 63