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
$3.05B
AUM Growth
+$239M
(+8.5%)
Holding
1,073
Top Buys
| 1 | +$9.02M | |
| 2 | +$5.2M | |
| 3 | +$4.74M | |
| 4 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$4.3M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$3.03M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$7.5M | |
| 3 | +$6.13M | |
| 4 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$3.21M |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$3.19M |
Sector Composition
| 1 | Technology | 10.52% |
| 2 | Consumer Discretionary | 6.15% |
| 3 | Healthcare | 5.24% |
| 4 | Financials | 4.44% |
| 5 | Communication Services | 3.65% |