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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
$4.42B
AUM Growth
+$664M
(+18%)
Holding
1,246
Top Buys
| 1 | +$13M | |
| 2 | +$11.1M | |
| 3 | +$10.7M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$10.1M |
| 5 |
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
|
+$10.1M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$8.62M | |
| 3 | +$7.03M | |
| 4 |
First Trust Ultra Short Duration Municipal ETF
FUMB
|
+$6.56M |
| 5 |
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
|
+$6.29M |
Sector Composition
| 1 | Technology | 11.14% |
| 2 | Consumer Discretionary | 5.04% |
| 3 | Healthcare | 4.86% |
| 4 | Financials | 4.58% |
| 5 | Industrials | 3.71% |