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
$8.48B
AUM Growth
+$1.08B
(+15%)
Holding
1,602
Top Buys
| 1 | +$17.2M | |
| 2 | +$13.2M | |
| 3 | +$13.1M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$12.8M |
| 5 |
iShares Gold Trust
IAU
|
+$12.5M |
Top Sells
| 1 | +$12.3M | |
| 2 | +$9.37M | |
| 3 | +$8.92M | |
| 4 |
iShares US Technology ETF
IYW
|
+$8.76M |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
+$7.19M |
Sector Composition
| 1 | Technology | 14.57% |
| 2 | Financials | 4.44% |
| 3 | Industrials | 4.27% |
| 4 | Consumer Discretionary | 4.16% |
| 5 | Communication Services | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Unum
UNM
$12B
| – | – |
-4,161
|
|
||
1602
Invesco DB US Dollar Index Bullish Fund
UUP
$250M
| – | – |
-8,799
|
|