Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+3.29%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$5.24B
AUM Growth
+$5.24B
(+25%)
Cap. Flow
+$905M
Cap. Flow
% of AUM
17.25%
Top 10 Holdings %
Top 10 Hldgs %
92.49%
Holding
177
New
37
Increased
56
Reduced
53
Closed
22
Top Buys
| 1 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$342M |
| 2 |
Schwab International Equity ETF
SCHF
|
$173M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$133M |
| 4 |
Schwab US REIT ETF
SCHH
|
$109M |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$75.2M |
Top Sells
| 1 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$174M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.12M |
| 3 |
WGL
Wgl Holdings
WGL
|
$1.83M |
| 4 |
Evergy
EVRG
|
$1.79M |
| 5 |
Abbott
ABT
|
$1.47M |
Sector Composition
| 1 | Industrials | 0.5% |
| 2 | Healthcare | 0.48% |
| 3 | Utilities | 0.48% |
| 4 | Financials | 0.43% |
| 5 | Energy | 0.25% |
