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
$1.47B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$9.5M
3
+$9.43M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.22M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$8.54M

Top Sells

1
+$2.83M
2
+$2.46M
3
+$1.88M
4
OKE icon
Oneok
OKE
+$1.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.28M

Sector Composition

1 Technology 3.14%
2 Energy 2.4%
3 Healthcare 1.98%
4 Financials 1.91%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$519K 0.04%
+1,736
252
$519K 0.04%
11,363
-495
253
$509K 0.03%
2,588
+841
254
$508K 0.03%
11,680
+2,024
255
$507K 0.03%
5,790
+1,148
256
$507K 0.03%
3,362
+65
257
$503K 0.03%
12,448
-390
258
$502K 0.03%
+5,662
259
$501K 0.03%
7,234
-6,285
260
$498K 0.03%
5,178
+1,720
261
$496K 0.03%
6,529
+3,243
262
$492K 0.03%
33,690
+4,340
263
$476K 0.03%
6,886
-14,486
264
$475K 0.03%
+2,324
265
$468K 0.03%
17,165
-340
266
$465K 0.03%
41,991
-84,905
267
$458K 0.03%
1,958
+376
268
$458K 0.03%
17,897
-1,097
269
$452K 0.03%
5,445
-2,190
270
$451K 0.03%
1,597
+394
271
$449K 0.03%
+6,524
272
$448K 0.03%
29,570
+15,388
273
$446K 0.03%
9,368
+886
274
$445K 0.03%
+20,952
275
$445K 0.03%
5,347
+319
9 10
11
12 13