AF

Allworth Financial Portfolio holdings

AUM $22.6B
1-Year Est. Return 12.81%
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.34M
3 +$1.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$833K
5
WFC icon
Wells Fargo
WFC
+$703K

Top Sells

1 +$1.74M
2 +$1.6M
3 +$861K
4
TGT icon
Target
TGT
+$258K
5
AEP icon
American Electric Power
AEP
+$205K

Sector Composition

1 Technology 1.6%
2 Communication Services 0.74%
3 Financials 0.71%
4 Energy 0.66%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$14K ﹤0.01%
373
427
0
428
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230
429
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522
430
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98
431
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170
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496
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80
434
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236
435
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+135
436
$13K ﹤0.01%
164
+96
437
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314
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430
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1,922
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$13K ﹤0.01%
843
441
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88
443
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525
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118
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641
447
$13K ﹤0.01%
316
448
$12K ﹤0.01%
+105
449
$12K ﹤0.01%
125
+7
450
$12K ﹤0.01%
+300