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 5.76%
3 Healthcare 5.56%
4 Industrials 5.34%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$11K ﹤0.01%
+245
2127
$11K ﹤0.01%
+315
2128
$11K ﹤0.01%
+123
2129
$11K ﹤0.01%
+1,250
2130
$11K ﹤0.01%
+177
2131
$11K ﹤0.01%
+900
2132
$11K ﹤0.01%
+133
2133
$11K ﹤0.01%
+194
2134
$11K ﹤0.01%
+242
2135
$11K ﹤0.01%
+900
2136
$11K ﹤0.01%
+454
2137
$11K ﹤0.01%
+569
2138
$11K ﹤0.01%
+89
2139
$11K ﹤0.01%
+468
2140
$11K ﹤0.01%
+138
2141
$11K ﹤0.01%
+414
2142
$11K ﹤0.01%
+1,600
2143
$11K ﹤0.01%
+750
2144
$11K ﹤0.01%
+462
2145
$11K ﹤0.01%
+200
2146
$10K ﹤0.01%
+625
2147
$10K ﹤0.01%
+770
2148
$10K ﹤0.01%
+389
2149
$10K ﹤0.01%
+118
2150
$10K ﹤0.01%
+584
84 85
86
87 88