SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+5.79%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$300M
AUM Growth
–
Cap. Flow
+$300M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.06%
Holding
314
New
314
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.19M |
| 2 |
Exxon Mobil
XOM
|
$9.16M |
| 3 |
FS KKR Capital
FSK
|
$7.09M |
| 4 |
AT&T
T
|
$6.5M |
| 5 |
Johnson & Johnson
JNJ
|
$4.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Financials | 10.41% |
| 3 | Energy | 10.16% |
| 4 | Healthcare | 10.1% |
| 5 | Consumer Staples | 9.25% |
