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
1651
$38K ﹤0.01%
+709
1652
$38K ﹤0.01%
+465
1653
$38K ﹤0.01%
+471
1654
$38K ﹤0.01%
+1,294
1655
$38K ﹤0.01%
+1,400
1656
$37K ﹤0.01%
+331
1657
$37K ﹤0.01%
+1,235
1658
$37K ﹤0.01%
+2,603
1659
$37K ﹤0.01%
+1,700
1660
$37K ﹤0.01%
+700
1661
$37K ﹤0.01%
+325
1662
$37K ﹤0.01%
+1,428
1663
$37K ﹤0.01%
+1,075
1664
$37K ﹤0.01%
+700
1665
$37K ﹤0.01%
+567
1666
$37K ﹤0.01%
+580
1667
$36K ﹤0.01%
+638
1668
$36K ﹤0.01%
+492
1669
$36K ﹤0.01%
+2,463
1670
$36K ﹤0.01%
+479
1671
$36K ﹤0.01%
+1,101
1672
$36K ﹤0.01%
+1,383
1673
$36K ﹤0.01%
+3,213
1674
$36K ﹤0.01%
+4,641
1675
$36K ﹤0.01%
+1,093
65 66
67
68 69