SWP
Stratos Wealth Partners Portfolio holdings
AUM
$8.85B
1-Year Est. Return
20.13%
This Fund
S&P 500
1 Year Est. Return
+20.13%
AUM
$2.24B
AUM Growth
-$133M
(-5.6%)
Holding
3,236
Top Buys
| 1 | +$7.27M | |
| 2 | +$6.4M | |
| 3 | +$5.6M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.82M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.36M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$9.21M | |
| 3 | +$9.08M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$6.74M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.18M |
Sector Composition
| 1 | Financials | 6.35% |
| 2 | Technology | 6.07% |
| 3 | Healthcare | 5.2% |
| 4 | Industrials | 4.66% |
| 5 | Consumer Discretionary | 4.54% |