Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.74M
3
+$1.55M
4
COP icon
ConocoPhillips
COP
+$967K
5
WGL
Wgl Holdings
WGL
+$766K

Top Sells

1
+$8.11M
2
+$4.35M
3
+$3.82M
4
MPC icon
Marathon Petroleum
MPC
+$3.02M
5
D icon
Dominion Energy
D
+$929K

Sector Composition

1 Energy 17.31%
2 Utilities 15.99%
3 Industrials 14.67%
4 Financials 13.67%
5 Communication Services 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
297
-253
52
$9K 0.01%
137
-112
53
$5K ﹤0.01%
116
-135
54
– –
-2,165
55
– –
-277,367
56
– –
-29
1 2
3