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
2401
$5K ﹤0.01%
+266
2402
$5K ﹤0.01%
+32
2403
$5K ﹤0.01%
+159
2404
$5K ﹤0.01%
+1,000
2405
$5K ﹤0.01%
+49
2406
$5K ﹤0.01%
+116
2407
$5K ﹤0.01%
+250
2408
$5K ﹤0.01%
+168
2409
$5K ﹤0.01%
+155
2410
$5K ﹤0.01%
+100
2411
$5K ﹤0.01%
+150
2412
$5K ﹤0.01%
+373
2413
$5K ﹤0.01%
+377
2414
$5K ﹤0.01%
+80
2415
$5K ﹤0.01%
+162
2416
$5K ﹤0.01%
+114
2417
$5K ﹤0.01%
+200
2418
$5K ﹤0.01%
+126
2419
$5K ﹤0.01%
+950
2420
$5K ﹤0.01%
+62
2421
$5K ﹤0.01%
+110
2422
$4K ﹤0.01%
+64
2423
$4K ﹤0.01%
+869
2424
$4K ﹤0.01%
+96
2425
$4K ﹤0.01%
+300
95 96
97
98 99