AWM

AE Wealth Management Portfolio holdings

AUM $15.7B
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.45M 0.09%
71,366
+22,619
227
$9.38M 0.09%
118,342
+26,987
228
$9.35M 0.09%
251,141
+37,318
229
$9.35M 0.09%
217,656
+2,473
230
$9.27M 0.09%
120,821
-6,608
231
$9.25M 0.09%
182,296
+12,401
232
$9.24M 0.09%
117,791
-33,271
233
$9.22M 0.09%
616,645
-10,379
234
$9.18M 0.09%
315,987
+300,491
235
$9.12M 0.09%
125,435
+25,692
236
$9.08M 0.09%
142,657
+29,732
237
$9M 0.09%
214,913
+24,164
238
$8.99M 0.09%
28,675
+4,479
239
$8.98M 0.09%
+316,028
240
$8.71M 0.09%
345,572
+131,120
241
$8.7M 0.09%
71,383
+10,081
242
$8.68M 0.09%
95,248
+57,008
243
$8.63M 0.09%
80,832
+41,393
244
$8.59M 0.09%
102,236
-22,552
245
$8.48M 0.08%
171,531
-69,616
246
$8.46M 0.08%
26,922
-12,660
247
$8.37M 0.08%
116,131
-14,825
248
$8.34M 0.08%
39,993
-3,289
249
$8.3M 0.08%
384,585
+25,598
250
$8.27M 0.08%
120,592
-154,457
8 9
10
11 12