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
1651
$231K ﹤0.01%
1,253
-9,182
1652
$228K ﹤0.01%
+3,636
1653
$228K ﹤0.01%
1,302
1654
$227K ﹤0.01%
+1,236
1655
$227K ﹤0.01%
1,126
1656
$227K ﹤0.01%
+4,134
1657
$227K ﹤0.01%
797
-683
1658
$226K ﹤0.01%
+2,018
1659
$224K ﹤0.01%
+8,588
1660
$223K ﹤0.01%
+17,910
1661
$223K ﹤0.01%
+1,040
1662
$222K ﹤0.01%
1,867
+244
1663
$221K ﹤0.01%
+6,936
1664
$221K ﹤0.01%
1,175
-3,860
1665
$220K ﹤0.01%
+2,752
1666
$220K ﹤0.01%
+2,918
1667
$219K ﹤0.01%
+7,298
1668
$219K ﹤0.01%
+1,249
1669
$219K ﹤0.01%
+1,461
1670
$219K ﹤0.01%
8,101
-17
1671
$219K ﹤0.01%
+1,096
1672
$219K ﹤0.01%
+3,345
1673
$218K ﹤0.01%
+4,256
1674
$217K ﹤0.01%
+7,545
1675
$217K ﹤0.01%
18,800
65 66
67
68 69