Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
-2.59%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$47.5B
AUM Growth
+$47.5B
(-0.84%)
Cap. Flow
+$5.83B
Cap. Flow
% of AUM
12.26%
Top 10 Holdings %
Top 10 Hldgs %
56.11%
Holding
460
New
80
Increased
258
Reduced
99
Closed
18
Top Buys
Top Sells
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$509M |
| 2 |
Schwab 1000 Index ETF
SCHK
|
$269M |
| 3 |
Vanguard Growth ETF
VUG
|
$197M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$145M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$80M |
Sector Composition
| 1 | Technology | 0.31% |
| 2 | Communication Services | 0.13% |
| 3 | Consumer Discretionary | 0.12% |
| 4 | Financials | 0.11% |
| 5 | Industrials | 0.11% |
