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
2301
$7K ﹤0.01%
+1,500
2302
$7K ﹤0.01%
+138
2303
$7K ﹤0.01%
+710
2304
$7K ﹤0.01%
+120
2305
$7K ﹤0.01%
+300
2306
$7K ﹤0.01%
+40
2307
$7K ﹤0.01%
+96
2308
$7K ﹤0.01%
+320
2309
$7K ﹤0.01%
+74
2310
$6K ﹤0.01%
+78
2311
$6K ﹤0.01%
+178
2312
$6K ﹤0.01%
+132
2313
$6K ﹤0.01%
+30
2314
$6K ﹤0.01%
+80
2315
$6K ﹤0.01%
+300
2316
$6K ﹤0.01%
+1,500
2317
$6K ﹤0.01%
+71
2318
$6K ﹤0.01%
+258
2319
$6K ﹤0.01%
+145
2320
$6K ﹤0.01%
+64
2321
$6K ﹤0.01%
+280
2322
$6K ﹤0.01%
+1,500
2323
$6K ﹤0.01%
+65
2324
$6K ﹤0.01%
+213
2325
$6K ﹤0.01%
+67
91 92
93
94 95