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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.97M 0.05%
31,287
+9,334
327
$4.97M 0.05%
217,126
+58,351
328
$4.97M 0.05%
68,059
+17,387
329
$4.93M 0.05%
+30,158
330
$4.89M 0.05%
92,246
+18,344
331
$4.88M 0.05%
259,559
-14,108
332
$4.83M 0.05%
8,384
-41,052
333
$4.8M 0.05%
161,759
+147,642
334
$4.79M 0.05%
54,278
+9,269
335
$4.76M 0.05%
119,498
-48,575
336
$4.75M 0.05%
+35,723
337
$4.73M 0.05%
173,525
+21,407
338
$4.72M 0.05%
27,206
+17,657
339
$4.68M 0.05%
116,090
+24,674
340
$4.66M 0.05%
274,969
+17,076
341
$4.65M 0.05%
14,886
+1,875
342
$4.64M 0.05%
7,951
+2,217
343
$4.64M 0.05%
+127,197
344
$4.62M 0.05%
11,819
-7,346
345
$4.61M 0.05%
76,185
+46,595
346
$4.59M 0.05%
17,599
+6,216
347
$4.57M 0.05%
182,224
-3,483
348
$4.56M 0.05%
71,629
+9,454
349
$4.52M 0.05%
88,843
+9,020
350
$4.52M 0.05%
108,803
+15,934
12 13
14
15 16