Financial Engines Advisors Portfolio holdings
AUM
$50.1B
1-Year Return
10.54%
This Quarter Return
-1.35%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$33.9B
AUM Growth
-$606M
(-1.8%)
Cap. Flow
-$127M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
59.78%
Holding
290
New
87
Increased
72
Reduced
97
Closed
24
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$225M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$213M |
| 3 |
Vanguard Growth ETF
VUG
|
$109M |
| 4 |
Schwab International Equity ETF
SCHF
|
$81.2M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$64.7M |
Sector Composition
| 1 | Industrials | 0.11% |
| 2 | Healthcare | 0.08% |
| 3 | Financials | 0.07% |
| 4 | Technology | 0.06% |
| 5 | Consumer Discretionary | 0.04% |
