SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+3.49%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$1.2B
AUM Growth
+$403M
(+51%)
Cap. Flow
+$379M
Cap. Flow
% of AUM
31.57%
Top 10 Holdings %
Top 10 Hldgs %
26.29%
Holding
656
New
116
Increased
248
Reduced
194
Closed
73
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$24.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$20.8M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$20.4M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$20.4M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$19.7M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$17.8M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$11.7M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$11.2M |
| 4 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
+$10.8M |
| 5 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$10.5M |
Sector Composition
| 1 | Financials | 4.26% |
| 2 | Healthcare | 4.13% |
| 3 | Technology | 3.91% |
| 4 | Energy | 3.3% |
| 5 | Communication Services | 3.03% |
