AWM

AE Wealth Management Portfolio holdings

AUM $13.7B
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$31.9M
3
+$12.6M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.7M

Top Sells

1
+$17.7M
2
+$2.85M
3
+$2.33M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.25M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.13M

Sector Composition

1 Consumer Staples 2.71%
2 Energy 2.64%
3 Technology 2.46%
4 Industrials 2.33%
5 Healthcare 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$238K 0.02%
+12,392
352
$237K 0.02%
1,923
-36
353
$236K 0.02%
3,692
-47
354
$236K 0.02%
1,196
355
$235K 0.02%
11,725
-5,660
356
$234K 0.02%
4,128
-1,623
357
$233K 0.02%
1,635
+242
358
$229K 0.02%
15,605
-113
359
$227K 0.02%
13,552
-216
360
$226K 0.02%
+10,755
361
$223K 0.02%
6,009
362
$223K 0.02%
+7,562
363
$221K 0.02%
1,154
+16
364
$221K 0.02%
15,799
365
$221K 0.02%
8,466
+224
366
$219K 0.02%
+1,172
367
$219K 0.02%
3,654
-1,918
368
$218K 0.02%
+487
369
$217K 0.02%
3,466
-3,349
370
$216K 0.02%
5,888
-132
371
$215K 0.02%
9,247
-12,678
372
$213K 0.02%
+3,979
373
$212K 0.02%
+3,032
374
$210K 0.02%
4,646
+310
375
$207K 0.02%
+9,163
13 14
15
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