SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
-1.15%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$426M
AUM Growth
+$127M
(+42%)
Cap. Flow
+$131M
Cap. Flow
% of AUM
30.77%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
368
New
54
Increased
186
Reduced
61
Closed
51
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$15M |
| 2 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$14.6M |
| 3 |
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
|
$14.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$13.6M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$13.3M |
Top Sells
| 1 |
Apple
AAPL
|
$9.19M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.79M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$1.75M |
| 4 |
Amgen
AMGN
|
$1.62M |
| 5 |
BP
BP
|
$1.25M |
Sector Composition
| 1 | Energy | 8.23% |
| 2 | Healthcare | 7.09% |
| 3 | Consumer Staples | 6.46% |
| 4 | Financials | 6.01% |
| 5 | Technology | 6% |
