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
276
$6.3M 0.06%
+236,622
277
$6.24M 0.06%
115,756
+23,695
278
$6.18M 0.06%
70,505
-4,504
279
$6.17M 0.06%
72,847
+11,872
280
$6.1M 0.06%
43,899
+583
281
$6.05M 0.06%
233,235
+60,472
282
$6.01M 0.06%
190,077
+55,515
283
$6M 0.06%
26,455
-6,302
284
$5.99M 0.06%
204,469
+71,970
285
$5.97M 0.06%
139,379
+70,141
286
$5.97M 0.06%
181,208
+51,483
287
$5.93M 0.06%
78,143
+56,097
288
$5.88M 0.06%
51,710
-1,723
289
$5.85M 0.06%
141,592
+47,098
290
$5.75M 0.06%
33,422
+4,141
291
$5.74M 0.06%
30,345
-6,475
292
$5.69M 0.06%
15,215
+582
293
$5.68M 0.06%
22,875
+2,900
294
$5.65M 0.06%
38,157
+9,083
295
$5.62M 0.06%
57,809
-448
296
$5.59M 0.06%
115,872
+3,840
297
$5.53M 0.06%
21,729
+6,040
298
$5.51M 0.06%
106,980
+55,443
299
$5.43M 0.05%
83,370
-249,730
300
$5.42M 0.05%
53,204
-22,612
10 11
12
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