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
1626
$40K ﹤0.01%
+329
1627
$40K ﹤0.01%
+197
1628
$40K ﹤0.01%
+2,953
1629
$40K ﹤0.01%
+1,603
1630
$40K ﹤0.01%
+300
1631
$40K ﹤0.01%
+1,086
1632
$40K ﹤0.01%
+875
1633
$39K ﹤0.01%
+456
1634
$39K ﹤0.01%
+1,622
1635
$39K ﹤0.01%
+2,488
1636
$39K ﹤0.01%
+778
1637
$39K ﹤0.01%
+1,844
1638
$39K ﹤0.01%
+631
1639
$39K ﹤0.01%
+1,353
1640
$39K ﹤0.01%
+957
1641
$39K ﹤0.01%
+2,130
1642
$39K ﹤0.01%
+1,250
1643
$39K ﹤0.01%
1,278
-5,814
1644
$39K ﹤0.01%
+6,400
1645
$38K ﹤0.01%
+2,445
1646
$38K ﹤0.01%
+417
1647
$38K ﹤0.01%
+588
1648
$38K ﹤0.01%
+173
1649
$38K ﹤0.01%
+1,641
1650
$38K ﹤0.01%
+37
64 65
66
67 68