Empower Advisory Group Portfolio holdings
AUM
$33.4B
1-Year Return
14.09%
This Quarter Return
+1.42%
1 Year Return
+14.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$30.6B
AUM Growth
+$942M
(+3.2%)
Cap. Flow
+$847M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
45.28%
Holding
522
New
24
Increased
215
Reduced
224
Closed
27
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$187M |
| 2 |
Invesco MSCI USA ETF
PBUS
|
+$86.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$76.6M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$73.2M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$69.7M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$92.8M |
| 2 |
Tesla
TSLA
|
+$70.9M |
| 3 |
Goldman Sachs
GS
|
+$53.6M |
| 4 |
JPMorgan Chase
JPM
|
+$52.3M |
| 5 |
Charles River Laboratories
CRL
|
+$40.7M |
Sector Composition
| 1 | Technology | 4.72% |
| 2 | Communication Services | 4.36% |
| 3 | Consumer Staples | 3.89% |
| 4 | Financials | 3.78% |
| 5 | Utilities | 3.74% |
