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
326
$309K 0.02%
+9,015
327
$309K 0.02%
2,700
+255
328
$305K 0.02%
12,538
+749
329
$303K 0.02%
17,550
+1,520
330
$301K 0.02%
22,839
+707
331
$301K 0.02%
12,960
-2,641
332
$301K 0.02%
18,198
-732
333
$299K 0.02%
8,545
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334
$298K 0.02%
13,114
-2,052
335
$298K 0.02%
16,861
+1,174
336
$297K 0.02%
+4,873
337
$297K 0.02%
+8,866
338
$293K 0.02%
5,809
-263
339
$292K 0.02%
4,820
+512
340
$291K 0.02%
2,801
-160
341
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5,359
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$288K 0.02%
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343
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11,736
-2,195
344
$284K 0.02%
9,965
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345
$281K 0.02%
7,480
-223
346
$280K 0.02%
5,928
-583
347
$280K 0.02%
1,501
-26
348
$280K 0.02%
4,288
-804
349
$280K 0.02%
4,247
+171
350
$279K 0.02%
8,436
12 13
14
15 16