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
1826
$25K ﹤0.01%
+102
1827
$25K ﹤0.01%
+883
1828
$25K ﹤0.01%
+3,137
1829
$25K ﹤0.01%
1,524
-10
1830
$25K ﹤0.01%
+1,389
1831
$25K ﹤0.01%
+221
1832
$25K ﹤0.01%
+225
1833
$25K ﹤0.01%
+501
1834
$25K ﹤0.01%
+378
1835
$25K ﹤0.01%
+148
1836
$25K ﹤0.01%
+3,250
1837
$24K ﹤0.01%
+368
1838
$24K ﹤0.01%
+250
1839
$24K ﹤0.01%
+268
1840
$24K ﹤0.01%
+1,500
1841
$24K ﹤0.01%
+490
1842
$24K ﹤0.01%
+1,650
1843
$24K ﹤0.01%
+741
1844
$24K ﹤0.01%
+135
1845
$24K ﹤0.01%
+679
1846
$24K ﹤0.01%
+771
1847
$24K ﹤0.01%
+426
1848
$24K ﹤0.01%
+2,595
1849
$24K ﹤0.01%
+199
1850
$24K ﹤0.01%
+425
72 73
74
75 76