SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
-3.25%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$4.64B
AUM Growth
+$230M
(+5.2%)
Cap. Flow
+$346M
Cap. Flow
% of AUM
7.45%
Top 10 Holdings %
Top 10 Hldgs %
22.58%
Holding
1,341
New
148
Increased
761
Reduced
326
Closed
60
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$18.8M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$18.4M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$18.3M |
| 4 |
Apple
AAPL
|
+$15.6M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$11.9M |
Top Sells
Sector Composition
| 1 | Technology | 11.12% |
| 2 | Consumer Discretionary | 4.95% |
| 3 | Healthcare | 4.77% |
| 4 | Financials | 4.63% |
| 5 | Industrials | 3.57% |
