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 5.76%
3 Healthcare 5.56%
4 Industrials 5.34%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$29K ﹤0.01%
+2,317
1777
$29K ﹤0.01%
+5,257
1778
$29K ﹤0.01%
+938
1779
$29K ﹤0.01%
+1,900
1780
$29K ﹤0.01%
+2,171
1781
$29K ﹤0.01%
+541
1782
$29K ﹤0.01%
+2,241
1783
$28K ﹤0.01%
+2,207
1784
$28K ﹤0.01%
+262
1785
$28K ﹤0.01%
+157
1786
$28K ﹤0.01%
+587
1787
$28K ﹤0.01%
+310
1788
$28K ﹤0.01%
+1,150
1789
$28K ﹤0.01%
+586
1790
$28K ﹤0.01%
+841
1791
$28K ﹤0.01%
+788
1792
$28K ﹤0.01%
+2,345
1793
$28K ﹤0.01%
+705
1794
$28K ﹤0.01%
+1,069
1795
$28K ﹤0.01%
+2,750
1796
$28K ﹤0.01%
+2,618
1797
$27K ﹤0.01%
+218
1798
$27K ﹤0.01%
+1,298
1799
$27K ﹤0.01%
+1,385
1800
$27K ﹤0.01%
+573
70 71
72
73 74