SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20M
3
+$19M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$14.6M
5
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$12.8M

Top Sells

1
+$22.9M
2
+$21.5M
3
+$15.3M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$10.6M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$10.2M

Sector Composition

1 Healthcare 4.85%
2 Technology 4.37%
3 Financials 4.04%
4 Industrials 3.67%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
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