SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+2.53%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$1.48B
AUM Growth
+$134M
(+9.9%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
7.1%
Top 10 Holdings %
Top 10 Hldgs %
24.72%
Holding
738
New
116
Increased
362
Reduced
157
Closed
61
Top Buys
Top Sells
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$9.55M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$8.85M |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$8.14M |
| 4 |
Invesco QQQ Trust
QQQ
|
$7.29M |
| 5 |
Altria Group
MO
|
$5.09M |
Sector Composition
| 1 | Financials | 5.61% |
| 2 | Healthcare | 5.16% |
| 3 | Technology | 4.91% |
| 4 | Industrials | 3.84% |
| 5 | Energy | 3.29% |
