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
2376
$5K ﹤0.01%
+67
2377
$5K ﹤0.01%
+54
2378
$5K ﹤0.01%
+100
2379
$5K ﹤0.01%
+246
2380
$5K ﹤0.01%
+2,858
2381
$5K ﹤0.01%
+200
2382
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+202
2383
$5K ﹤0.01%
+36
2384
$5K ﹤0.01%
+261
2385
$5K ﹤0.01%
+41
2386
$5K ﹤0.01%
+100
2387
$5K ﹤0.01%
+1,000
2388
$5K ﹤0.01%
+160
2389
$5K ﹤0.01%
+160
2390
$5K ﹤0.01%
+112
2391
$5K ﹤0.01%
+72
2392
$5K ﹤0.01%
+347
2393
$5K ﹤0.01%
+100
2394
$5K ﹤0.01%
+110
2395
$5K ﹤0.01%
+41
2396
$5K ﹤0.01%
+90
2397
$5K ﹤0.01%
+70
2398
$5K ﹤0.01%
+33
2399
$5K ﹤0.01%
+287
2400
$5K ﹤0.01%
+132
94 95
96
97 98