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
2201
$9K ﹤0.01%
+200
2202
$9K ﹤0.01%
+152
2203
$9K ﹤0.01%
+174
2204
$9K ﹤0.01%
+456
2205
$9K ﹤0.01%
+1,312
2206
$9K ﹤0.01%
+100
2207
$9K ﹤0.01%
+800
2208
$9K ﹤0.01%
+1,495
2209
$9K ﹤0.01%
+126
2210
$9K ﹤0.01%
+2,000
2211
$9K ﹤0.01%
+76
2212
$9K ﹤0.01%
+398
2213
$9K ﹤0.01%
+728
2214
$9K ﹤0.01%
+454
2215
$9K ﹤0.01%
+150
2216
$9K ﹤0.01%
+56
2217
$9K ﹤0.01%
+198
2218
$9K ﹤0.01%
+4,000
2219
$9K ﹤0.01%
+526
2220
$9K ﹤0.01%
+952
2221
$8K ﹤0.01%
+500
2222
$8K ﹤0.01%
+190
2223
$8K ﹤0.01%
+600
2224
$8K ﹤0.01%
+524
2225
$8K ﹤0.01%
+950
87 88
89
90 91