Focus Partners Wealth Portfolio holdings
AUM
$46.1B
1-Year Return
15.84%
This Quarter Return
+6.34%
1 Year Return
+15.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$31.3B
AUM Growth
+$1.63B
(+5.5%)
Cap. Flow
-$783M
Cap. Flow
% of AUM
-2.5%
Top 10 Holdings %
Top 10 Hldgs %
22.66%
Holding
1,728
New
496
Increased
467
Reduced
540
Closed
176
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$824M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$647M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$405M |
| 4 |
Boston Scientific
BSX
|
$328M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$320M |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Financials | 6.55% |
| 3 | Healthcare | 4.95% |
| 4 | Industrials | 4.4% |
| 5 | Consumer Discretionary | 4.26% |
