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
2151
$10K ﹤0.01%
+408
2152
$10K ﹤0.01%
+350
2153
$10K ﹤0.01%
+400
2154
$10K ﹤0.01%
+205
2155
$10K ﹤0.01%
+146
2156
$10K ﹤0.01%
+482
2157
$10K ﹤0.01%
+368
2158
$10K ﹤0.01%
+222
2159
$10K ﹤0.01%
+103
2160
$10K ﹤0.01%
+543
2161
$10K ﹤0.01%
+318
2162
$10K ﹤0.01%
+332
2163
$10K ﹤0.01%
+79
2164
$10K ﹤0.01%
+220
2165
$10K ﹤0.01%
+318
2166
$10K ﹤0.01%
+236
2167
$10K ﹤0.01%
+216
2168
$10K ﹤0.01%
+1,000
2169
$10K ﹤0.01%
+300
2170
$10K ﹤0.01%
+650
2171
$10K ﹤0.01%
+200
2172
$10K ﹤0.01%
+400
2173
$10K ﹤0.01%
+1,700
2174
$10K ﹤0.01%
+300
2175
$10K ﹤0.01%
+625
85 86
87
88 89