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
2026
$14K ﹤0.01%
+234
2027
$14K ﹤0.01%
+850
2028
$14K ﹤0.01%
+488
2029
$14K ﹤0.01%
+161
2030
$14K ﹤0.01%
+73
2031
$14K ﹤0.01%
+1,010
2032
$14K ﹤0.01%
+155
2033
$14K ﹤0.01%
+291
2034
$14K ﹤0.01%
+666
2035
$14K ﹤0.01%
+264
2036
$14K ﹤0.01%
+1,046
2037
$14K ﹤0.01%
+372
2038
$14K ﹤0.01%
+328
2039
$14K ﹤0.01%
+400
2040
$14K ﹤0.01%
+1,225
2041
$14K ﹤0.01%
+61
2042
$14K ﹤0.01%
+1,150
2043
$13K ﹤0.01%
+223
2044
$13K ﹤0.01%
+190
2045
$13K ﹤0.01%
+500
2046
$13K ﹤0.01%
+1,500
2047
– –
0
2048
$13K ﹤0.01%
+978
2049
$13K ﹤0.01%
+309
2050
$13K ﹤0.01%
+500
80 81
82
83 84