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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.58M 0.08%
+297,386
252
$7.55M 0.08%
56,535
-7,884
253
$7.5M 0.08%
76,509
+3,860
254
$7.43M 0.08%
175,860
+87,073
255
$7.43M 0.08%
169,740
+780
256
$7.42M 0.07%
79,758
+24,117
257
$7.38M 0.07%
289,432
+26,350
258
$7.34M 0.07%
120,261
-16,251
259
$7.31M 0.07%
336,069
+27,066
260
$7.25M 0.07%
53,744
+2,703
261
$7.25M 0.07%
74,187
+65,102
262
$7.21M 0.07%
+149,017
263
$7.18M 0.07%
104,654
+17,734
264
$7.17M 0.07%
39,437
-6,047
265
$7.17M 0.07%
91,283
-12,547
266
$7.12M 0.07%
37,759
+2,209
267
$7M 0.07%
239,446
+212,319
268
$6.91M 0.07%
30,430
-1,182
269
$6.79M 0.07%
31,127
-57,387
270
$6.78M 0.07%
134,814
+82,205
271
$6.69M 0.07%
418,074
+346,476
272
$6.66M 0.07%
62,798
+4,876
273
$6.34M 0.06%
197,653
+188,454
274
$6.33M 0.06%
42,954
+4,495
275
$6.3M 0.06%
16,456
+264
9 10
11
12 13