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
1901
$20K ﹤0.01%
+160
1902
$20K ﹤0.01%
+1,069
1903
$20K ﹤0.01%
+1,334
1904
$20K ﹤0.01%
+855
1905
$20K ﹤0.01%
+843
1906
$20K ﹤0.01%
+550
1907
$20K ﹤0.01%
+3,685
1908
$20K ﹤0.01%
+1,266
1909
$20K ﹤0.01%
+299
1910
$20K ﹤0.01%
+525
1911
$20K ﹤0.01%
+1,000
1912
$20K ﹤0.01%
+434
1913
$20K ﹤0.01%
+161
1914
$20K ﹤0.01%
+795
1915
$20K ﹤0.01%
+156
1916
$20K ﹤0.01%
+1,345
1917
$20K ﹤0.01%
+3,800
1918
$20K ﹤0.01%
+1,883
1919
$20K ﹤0.01%
+312
1920
$20K ﹤0.01%
+570
1921
$19K ﹤0.01%
+345
1922
$19K ﹤0.01%
+1,080
1923
$19K ﹤0.01%
+679
1924
$19K ﹤0.01%
+895
1925
$19K ﹤0.01%
+510
75 76
77
78 79