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
351
$279K 0.02%
5,378
+562
352
$276K 0.02%
5,432
+869
353
$273K 0.02%
14,924
-5,932
354
$271K 0.02%
5,166
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355
$271K 0.02%
6,045
-96
356
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10,559
-3,005
357
$270K 0.02%
+8,896
358
$269K 0.02%
2,443
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359
$268K 0.02%
+4,226
360
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361
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5,414
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362
$264K 0.02%
2,368
-174
363
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2,395
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364
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5,436
-689
365
$260K 0.02%
4,894
-53,186
366
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368
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369
$253K 0.02%
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370
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5,330
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371
$251K 0.02%
9,059
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372
$251K 0.02%
13,785
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373
$249K 0.02%
1,836
+57
374
$248K 0.02%
3,711
+449
375
$248K 0.02%
+4,814
13 14
15
16 17