Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $33.4B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.4B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$142M
3
+$82.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.3M
5
DIS icon
Walt Disney
DIS
+$54.2M

Top Sells

1
+$174M
2
+$163M
3
+$90.7M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$81.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$50M

Sector Composition

1 Technology 5.92%
2 Communication Services 4.27%
3 Consumer Discretionary 4.24%
4 Consumer Staples 3.84%
5 Materials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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