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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M

Sector Composition

1 Technology 6.08%
2 Financials 3.94%
3 Healthcare 3.06%
4 Consumer Discretionary 3.03%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.32M 0.04%
8,857
+7,183
327
$1.32M 0.04%
+24,657
328
$1.32M 0.04%
+73,539
329
$1.32M 0.04%
+38,313
330
$1.31M 0.04%
44,263
+3,005
331
$1.31M 0.04%
+26,211
332
$1.31M 0.04%
18,223
-33,176
333
$1.3M 0.04%
+77,402
334
$1.29M 0.04%
+18,377
335
$1.29M 0.04%
10,147
+3,418
336
$1.29M 0.04%
+27,324
337
$1.28M 0.04%
7,768
+2,874
338
$1.28M 0.04%
21,634
+17,882
339
$1.27M 0.04%
13,077
+8,932
340
$1.27M 0.04%
+23,255
341
$1.26M 0.04%
+26,930
342
$1.26M 0.04%
22,996
-903
343
$1.25M 0.04%
+19,581
344
$1.25M 0.04%
+57,505
345
$1.24M 0.04%
119,640
+21,632
346
$1.24M 0.04%
+9,112
347
$1.24M 0.04%
20,763
+9,836
348
$1.23M 0.04%
25,716
+14,836
349
$1.23M 0.04%
24,302
+12,299
350
$1.22M 0.04%
+26,185
12 13
14
15 16