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
2426
$4K ﹤0.01%
+808
2427
$4K ﹤0.01%
+122
2428
$4K ﹤0.01%
+400
2429
$4K ﹤0.01%
+80
2430
$4K ﹤0.01%
+65
2431
$4K ﹤0.01%
+40
2432
$4K ﹤0.01%
+76
2433
$4K ﹤0.01%
+100
2434
$4K ﹤0.01%
+181
2435
$4K ﹤0.01%
+140
2436
$4K ﹤0.01%
+26
2437
$4K ﹤0.01%
+511
2438
$4K ﹤0.01%
+129
2439
$4K ﹤0.01%
+500
2440
$4K ﹤0.01%
+106
2441
$4K ﹤0.01%
+250
2442
$4K ﹤0.01%
+60
2443
$4K ﹤0.01%
+375
2444
$4K ﹤0.01%
+162
2445
$4K ﹤0.01%
+81
2446
$4K ﹤0.01%
+127
2447
$4K ﹤0.01%
+103
2448
$4K ﹤0.01%
+176
2449
$4K ﹤0.01%
+182
2450
$4K ﹤0.01%
+156
96 97
98
99 100