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
$29.7B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$787M
3
+$441M
4
AAPL icon
Apple
AAPL
+$420M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$329M

Top Sells

1
+$38.4M
2
+$19.2M
3
+$10.7M
4
PXD
Pioneer Natural Resource Co.
PXD
+$8.78M
5
GL icon
Globe Life
GL
+$6.83M

Sector Composition

1 Technology 16.18%
2 Financials 8.12%
3 Consumer Staples 6.43%
4 Consumer Discretionary 6.02%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-175,003
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