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
2451
$4K ﹤0.01%
+64
2452
$4K ﹤0.01%
+869
2453
$4K ﹤0.01%
+96
2454
$4K ﹤0.01%
+300
2455
$4K ﹤0.01%
+808
2456
$4K ﹤0.01%
+122
2457
$4K ﹤0.01%
+400
2458
$4K ﹤0.01%
+91
2459
$4K ﹤0.01%
+162
2460
$4K ﹤0.01%
+58
2461
$4K ﹤0.01%
+107
2462
$4K ﹤0.01%
+1,004
2463
$4K ﹤0.01%
+72
2464
$4K ﹤0.01%
+64
2465
$4K ﹤0.01%
+333
2466
$4K ﹤0.01%
+107
2467
$4K ﹤0.01%
+100
2468
$4K ﹤0.01%
+400
2469
$4K ﹤0.01%
+200
2470
$4K ﹤0.01%
+64
2471
$4K ﹤0.01%
+51
2472
$4K ﹤0.01%
+200
2473
$4K ﹤0.01%
+140
2474
$4K ﹤0.01%
+26
2475
$4K ﹤0.01%
+511
97 98
99
100 101