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
2001
$15K ﹤0.01%
+700
2002
$15K ﹤0.01%
+44
2003
$15K ﹤0.01%
+864
2004
$15K ﹤0.01%
+320
2005
$15K ﹤0.01%
+1,680
2006
$15K ﹤0.01%
+241
2007
$15K ﹤0.01%
+83
2008
$15K ﹤0.01%
+1,381
2009
$15K ﹤0.01%
+617
2010
$15K ﹤0.01%
+1,100
2011
$15K ﹤0.01%
+468
2012
$15K ﹤0.01%
+700
2013
$15K ﹤0.01%
+625
2014
$15K ﹤0.01%
+130
2015
$14K ﹤0.01%
+293
2016
$14K ﹤0.01%
+648
2017
$14K ﹤0.01%
+330
2018
$14K ﹤0.01%
+310
2019
$14K ﹤0.01%
+80
2020
$14K ﹤0.01%
+350
2021
$14K ﹤0.01%
+1,000
2022
$14K ﹤0.01%
+463
2023
$14K ﹤0.01%
+909
2024
$14K ﹤0.01%
+636
2025
$14K ﹤0.01%
+617
79 80
81
82 83