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
1951
$18K ﹤0.01%
+369
1952
$18K ﹤0.01%
+929
1953
$18K ﹤0.01%
+5,826
1954
$18K ﹤0.01%
+729
1955
$18K ﹤0.01%
2,534
-230
1956
$18K ﹤0.01%
+370
1957
$18K ﹤0.01%
+1,000
1958
$18K ﹤0.01%
+773
1959
$17K ﹤0.01%
+1,000
1960
$17K ﹤0.01%
+225
1961
$17K ﹤0.01%
+187
1962
$17K ﹤0.01%
+700
1963
$17K ﹤0.01%
+326
1964
$17K ﹤0.01%
+77
1965
$17K ﹤0.01%
+1,219
1966
$17K ﹤0.01%
+733
1967
$17K ﹤0.01%
+347
1968
$17K ﹤0.01%
+300
1969
$17K ﹤0.01%
+2,500
1970
$17K ﹤0.01%
+172
1971
$17K ﹤0.01%
+518
1972
$17K ﹤0.01%
+351
1973
$17K ﹤0.01%
+1,000
1974
$17K ﹤0.01%
+835
1975
$17K ﹤0.01%
+1,324
77 78
79
80 81