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
$7.63B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.54%
2 Financials 9.86%
3 Healthcare 6.52%
4 Consumer Discretionary 4.66%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6.32M 0.08%
+29,624
202
$6.29M 0.08%
+66,876
203
$6.27M 0.08%
+52,625
204
$6.21M 0.08%
+86,891
205
$6.19M 0.08%
+104,713
206
$6.1M 0.08%
+127,584
207
$6.07M 0.08%
+67,215
208
$6.06M 0.08%
+110,432
209
$6.05M 0.08%
+205,789
210
$6.04M 0.08%
+271,447
211
$5.96M 0.08%
+293,934
212
$5.91M 0.08%
+156,706
213
$5.86M 0.08%
+165,648
214
$5.73M 0.08%
+11,286
215
$5.7M 0.07%
+96,641
216
$5.68M 0.07%
+55,285
217
$5.63M 0.07%
+112,105
218
$5.62M 0.07%
+139,737
219
$5.62M 0.07%
+318,621
220
$5.59M 0.07%
+53,032
221
$5.54M 0.07%
+61,488
222
$5.44M 0.07%
+154,161
223
$5.41M 0.07%
+39,022
224
$5.33M 0.07%
+40,421
225
$5.33M 0.07%
+111,432