SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+2.36%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$2.24B
AUM Growth
-$133M
(-5.6%)
Cap. Flow
-$170M
Cap. Flow
% of AUM
-7.6%
Top 10 Holdings %
Top 10 Hldgs %
22.26%
Holding
3,236
New
30
Increased
404
Reduced
469
Closed
2,254
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.3M |
| 2 |
VictoryShares US 500 Volatility Wtd ETF
CFA
|
$6.39M |
| 3 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$5.75M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.85M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.41M |
Top Sells
Sector Composition
| 1 | Financials | 6.35% |
| 2 | Technology | 6.07% |
| 3 | Healthcare | 5.2% |
| 4 | Industrials | 4.66% |
| 5 | Consumer Discretionary | 4.54% |
