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
$1.08B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$31.9M
3
+$12.6M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.7M

Top Sells

1
+$17.7M
2
+$2.85M
3
+$2.33M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.25M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.13M

Sector Composition

1 Consumer Staples 2.71%
2 Energy 2.64%
3 Technology 2.46%
4 Industrials 2.33%
5 Healthcare 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$439K 0.04%
11,410
+533
252
$433K 0.04%
4,522
+101
253
$432K 0.04%
10,172
-237
254
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16,587
+2,769
255
$424K 0.04%
25,167
-1,395
256
$420K 0.04%
17,068
-8,420
257
$415K 0.04%
77,441
+12,173
258
$412K 0.04%
4,498
+259
259
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5,116
+1,822
260
$404K 0.04%
2,856
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261
$404K 0.04%
3,630
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262
$399K 0.04%
3,932
-3,186
263
$387K 0.04%
5,494
-1,440
264
$386K 0.04%
7,238
+1,909
265
$379K 0.04%
2,578
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266
$378K 0.04%
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267
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4,891
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268
$375K 0.03%
10,162
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269
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2,166
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270
$372K 0.03%
4,894
+883
271
$371K 0.03%
+3,138
272
$370K 0.03%
2,758
+338
273
$368K 0.03%
8,202
+124
274
$367K 0.03%
29,184
+1,240
275
$367K 0.03%
+31,470
9 10
11
12 13