SWP
Stratos Wealth Partners Portfolio holdings
AUM
$7.4B
1-Year Return
17.62%
This Quarter Return
+3.5%
1 Year Return
+17.62%
3 Year Return
+65.78%
5 Year Return
+108.08%
10 Year Return
+197.53%
AUM
$2.12B
AUM Growth
+$181M
(+9.3%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
5.93%
Top 10 Holdings %
Top 10 Hldgs %
22.39%
Holding
983
New
158
Increased
363
Reduced
349
Closed
65
Top Buys
| 1 |
Apple
AAPL
|
$31.6M |
| 2 |
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
|
$11M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$10.5M |
| 4 |
Amgen
AMGN
|
$10.1M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$9.39M |
Top Sells
Sector Composition
| 1 | Financials | 6.43% |
| 2 | Healthcare | 5.7% |
| 3 | Technology | 5.05% |
| 4 | Industrials | 4.82% |
| 5 | Consumer Discretionary | 3.66% |
