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
1551
$46K ﹤0.01%
+1,218
1552
$46K ﹤0.01%
+686
1553
$46K ﹤0.01%
+770
1554
$46K ﹤0.01%
+780
1555
$46K ﹤0.01%
381
-5,124
1556
$46K ﹤0.01%
+3,064
1557
$46K ﹤0.01%
+3,140
1558
$46K ﹤0.01%
+5,900
1559
$46K ﹤0.01%
+1,300
1560
$45K ﹤0.01%
+1,249
1561
$45K ﹤0.01%
+1,579
1562
$45K ﹤0.01%
+9,664
1563
$45K ﹤0.01%
+984
1564
$45K ﹤0.01%
+678
1565
$45K ﹤0.01%
+2,208
1566
$45K ﹤0.01%
+4,512
1567
$44K ﹤0.01%
+1,154
1568
$44K ﹤0.01%
+2,009
1569
$44K ﹤0.01%
+2,046
1570
$44K ﹤0.01%
+553
1571
$44K ﹤0.01%
+213
1572
$44K ﹤0.01%
+1,808
1573
$44K ﹤0.01%
+6,331
1574
$44K ﹤0.01%
+1,639
1575
$44K ﹤0.01%
+1,301
61 62
63
64 65