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
1876
$22K ﹤0.01%
+392
1877
$22K ﹤0.01%
+697
1878
$22K ﹤0.01%
+488
1879
$22K ﹤0.01%
+700
1880
$22K ﹤0.01%
+518
1881
$21K ﹤0.01%
+181
1882
$21K ﹤0.01%
+939
1883
$21K ﹤0.01%
+2,793
1884
$21K ﹤0.01%
+1,174
1885
$21K ﹤0.01%
+1,100
1886
$21K ﹤0.01%
+905
1887
$21K ﹤0.01%
10,411
1888
$21K ﹤0.01%
+502
1889
$21K ﹤0.01%
+1,887
1890
$21K ﹤0.01%
+326
1891
$21K ﹤0.01%
+428
1892
$21K ﹤0.01%
+624
1893
$21K ﹤0.01%
+397
1894
$21K ﹤0.01%
+1,700
1895
$21K ﹤0.01%
+500
1896
$21K ﹤0.01%
619
-7,087
1897
$21K ﹤0.01%
+15
1898
$21K ﹤0.01%
+1,400
1899
$20K ﹤0.01%
+153
1900
$20K ﹤0.01%
+767
74 75
76
77 78