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
2226
$8K ﹤0.01%
+950
2227
$8K ﹤0.01%
+125
2228
$8K ﹤0.01%
+23
2229
$8K ﹤0.01%
+800
2230
$8K ﹤0.01%
+6
2231
$8K ﹤0.01%
+100
2232
$8K ﹤0.01%
+400
2233
$8K ﹤0.01%
+130
2234
$8K ﹤0.01%
+500
2235
$8K ﹤0.01%
+163
2236
$8K ﹤0.01%
+1,000
2237
$8K ﹤0.01%
+104
2238
$8K ﹤0.01%
+79
2239
$8K ﹤0.01%
+1,640
2240
$8K ﹤0.01%
+947
2241
$8K ﹤0.01%
+141
2242
$8K ﹤0.01%
+75
2243
$8K ﹤0.01%
+500
2244
$8K ﹤0.01%
+405
2245
$8K ﹤0.01%
+210
2246
$8K ﹤0.01%
+88
2247
$8K ﹤0.01%
+389
2248
$8K ﹤0.01%
+600
2249
$8K ﹤0.01%
+258
2250
$8K ﹤0.01%
+1,400
88 89
90
91 92