AF
Allworth Financial Portfolio holdings
AUM
$24.3B
1-Year Est. Return
15.75%
This Fund
S&P 500
1 Year Est. Return
+15.75%
AUM
$281M
AUM Growth
+$839K
(+0.3%)
Holding
682
Top Buys
| 1 | +$7.17M | |
| 2 | +$3.13M | |
| 3 | +$2.68M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.78M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.19M |
Top Sells
| 1 | +$360K | |
| 2 | +$331K | |
| 3 | +$159K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$159K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$150K |
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Communication Services | 2.38% |
| 3 | Financials | 2.12% |
| 4 | Energy | 1.71% |
| 5 | Consumer Staples | 1.67% |