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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.33M 0.07%
34,115
-20,629
252
$8.3M 0.07%
246,299
-84,589
253
$8.21M 0.07%
114,110
+3,576
254
$8.19M 0.07%
73,228
-707
255
$8.12M 0.07%
14,774
-2,778
256
$8.05M 0.07%
75,313
+10,653
257
$8.04M 0.07%
32,976
+2,546
258
$8M 0.07%
88,582
+37,278
259
$7.87M 0.07%
184,591
-33,452
260
$7.82M 0.07%
72,849
-3,660
261
$7.81M 0.07%
58,346
+14,447
262
$7.8M 0.07%
70,946
-79
263
$7.71M 0.07%
28,314
-4,908
264
$7.7M 0.07%
126,419
+50,279
265
$7.68M 0.07%
160,980
-2,860
266
$7.67M 0.07%
221,511
+40,303
267
$7.66M 0.07%
232,278
+42,201
268
$7.65M 0.07%
97,040
+18,897
269
$7.59M 0.07%
92,271
-9,176
270
$7.57M 0.07%
139,120
+23,364
271
$7.56M 0.07%
171,396
+29,804
272
$7.54M 0.07%
171,055
+31,676
273
$7.47M 0.07%
291,780
+112,994
274
$7.43M 0.06%
+152,880
275
$7.42M 0.06%
14,716
-6,258
9 10
11
12 13