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SWP
Stratos Wealth Partners Portfolio holdings
AUM
$8.8B
1-Year Est. Return
21.83%
This Fund
S&P 500
1 Year Est. Return
+21.83%
AUM
$2.31B
AUM Growth
+$85.5M
(+3.8%)
Holding
1,010
Top Buys
| 1 | +$13.7M | |
| 2 | +$4.48M | |
| 3 | +$4.13M | |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$3.74M |
| 5 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
+$3.27M |
Top Sells
| 1 | +$8.2M | |
| 2 | +$6.79M | |
| 3 | +$6.3M | |
| 4 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
+$5.11M |
| 5 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$4.83M |
Sector Composition
| 1 | Technology | 6.79% |
| 2 | Financials | 5.56% |
| 3 | Healthcare | 5.17% |
| 4 | Consumer Discretionary | 4.8% |
| 5 | Industrials | 4.2% |