SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+5.84%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$3.61B
AUM Growth
+$245M
(+7.3%)
Cap. Flow
+$49.6M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
23.23%
Holding
1,187
New
110
Increased
487
Reduced
458
Closed
70
Top Buys
| 1 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
+$33.8M |
| 2 |
Etsy
ETSY
|
+$30.2M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$13.7M |
| 4 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$8.96M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.56M |
Top Sells
Sector Composition
| 1 | Technology | 9.99% |
| 2 | Consumer Discretionary | 6.8% |
| 3 | Financials | 5.35% |
| 4 | Healthcare | 4.87% |
| 5 | Communication Services | 3.68% |
