Focus Partners Wealth Portfolio holdings
AUM
$87.7B
1-Year Est. Return
20.05%
This Fund
S&P 500
1 Year Est. Return
+20.05%
AUM
$61.9B
AUM Growth
+$15.8B
(+34%)
Holding
2,328
Top Buys
| 1 | +$2.52B | |
| 2 | +$1.34B | |
| 3 | +$861M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$563M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$558M |
Top Sells
| 1 | +$30.3M | |
| 2 | +$30M | |
| 3 | +$28.8M | |
| 4 |
Klaviyo
KVYO
|
+$25.7M |
| 5 |
EOG Resources
EOG
|
+$25M |
Sector Composition
| 1 | Technology | 12.3% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 3.97% |
| 4 | Communication Services | 3.9% |
| 5 | Healthcare | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Darling Ingredients
DAR
$8.37B
| – | – |
-5,874
|
|