Focus Partners Wealth

Focus Partners Wealth Portfolio holdings

AUM $61.9B
1-Year Est. Return 17.72%
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5B
AUM Growth
+$7.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$361M
3
+$325M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$257M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212M

Top Sells

1
+$635M
2
+$221M
3
+$165M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$144M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$127M

Sector Composition

1 Technology 14.02%
2 Financials 7.36%
3 Consumer Discretionary 5.14%
4 Communication Services 4.09%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.57M 0.01%
31,759
+8,869
777
$2.56M 0.01%
31,607
+367
778
$2.5M 0.01%
99,701
-48,091
779
$2.49M 0.01%
35,211
+26,100
780
$2.45M 0.01%
10,641
+1,211
781
$2.41M 0.01%
45,421
+14,366
782
$2.39M 0.01%
19,983
-1,447
783
$2.38M 0.01%
25,835
+106
784
$2.37M 0.01%
+23,748
785
$2.36M 0.01%
+54,454
786
$2.36M 0.01%
+22,257
787
$2.35M 0.01%
+18,714
788
$2.35M 0.01%
+100,210
789
$2.34M 0.01%
87,983
+1,579
790
$2.31M 0.01%
+18,971
791
$2.29M 0.01%
30,046
+19,673
792
$2.28M 0.01%
37,634
+18,160
793
$2.28M 0.01%
20,338
+593
794
$2.26M 0.01%
139,207
+5,956
795
$2.24M 0.01%
68,153
-99,448
796
$2.19M 0.01%
31,691
-1,539
797
$2.19M 0.01%
2,325
+1,198
798
$2.18M 0.01%
18,396
+3,111
799
$2.18M 0.01%
21,267
+1,990
800
$2.17M 0.01%
19,508
+731
30 31
32
33 34