Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
-1.36%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$3.43B
AUM Growth
+$3.43B
(-1.5%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
93.54%
Holding
260
New
43
Increased
37
Reduced
48
Closed
132
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$37.6M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$33.5M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$12.8M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12.7M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.3M |
Top Sells
| 1 |
Alaska Air
ALK
|
$2.09M |
| 2 |
AbbVie
ABBV
|
$1.9M |
| 3 |
Edwards Lifesciences
EW
|
$1.79M |
| 4 |
Abbott
ABT
|
$1.49M |
| 5 |
Graco
GGG
|
$1.09M |
Sector Composition
| 1 | Healthcare | 0.82% |
| 2 | Industrials | 0.81% |
| 3 | Financials | 0.73% |
| 4 | Utilities | 0.46% |
| 5 | Energy | 0.41% |