Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $36.1B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.2B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1 +$78.6M
2 +$57.8M
3 +$41.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.4M
5
PEP icon
PepsiCo
PEP
+$31M

Top Sells

1 +$71.1M
2 +$63.9M
3 +$43.4M
4
KO icon
Coca-Cola
KO
+$27.3M
5
CRM icon
Salesforce
CRM
+$15.5M

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.32%
3 Communication Services 4.11%
4 Consumer Staples 4.08%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$365K ﹤0.01%
3,409
352
$363K ﹤0.01%
607
353
$362K ﹤0.01%
+4,111
354
$359K ﹤0.01%
2,986
-65
355
$359K ﹤0.01%
+7,027
356
$355K ﹤0.01%
1,077
-511
357
$352K ﹤0.01%
5,707
-1,686
358
$350K ﹤0.01%
8,753
-352
359
$348K ﹤0.01%
6,672
-16
360
$347K ﹤0.01%
1,010
-123
361
$346K ﹤0.01%
2,668
-138
362
$339K ﹤0.01%
7,306
363
$338K ﹤0.01%
1,645
-22
364
$337K ﹤0.01%
1,359
-8
365
$334K ﹤0.01%
3,634
-98
366
$334K ﹤0.01%
1,969
-128
367
$332K ﹤0.01%
5,220
368
$331K ﹤0.01%
2,060
-25
369
$329K ﹤0.01%
1,123
+140
370
$329K ﹤0.01%
10,224
371
$329K ﹤0.01%
2,574
+100
372
$326K ﹤0.01%
2,964
-244
373
$322K ﹤0.01%
1,868
-140
374
$321K ﹤0.01%
5,261
+1,424
375
$318K ﹤0.01%
9,344