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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.71M 0.06%
53,092
+5,370
352
$8.67M 0.06%
228,073
+12,881
353
$8.64M 0.06%
103,712
+9,812
354
$8.63M 0.06%
134,881
+13,065
355
$8.62M 0.06%
42,074
+25,693
356
$8.54M 0.06%
84,718
+830
357
$8.53M 0.06%
263,019
+22,800
358
$8.47M 0.06%
275,803
-6,269
359
$8.44M 0.06%
112,637
-43,286
360
$8.37M 0.06%
148,830
+101,085
361
$8.36M 0.06%
19,489
-4,273
362
$8.32M 0.06%
129,944
+1,742
363
$8.23M 0.06%
33,421
+3,009
364
$8.19M 0.06%
133,612
-10,337
365
$8.17M 0.06%
235,388
-18,048
366
$8.11M 0.06%
82,559
+9,381
367
$8.09M 0.06%
139,688
+44,103
368
$8.02M 0.06%
238,054
+102,220
369
$7.95M 0.06%
194,105
-7,994
370
$7.94M 0.06%
33,731
+547
371
$7.87M 0.06%
189,532
+61,886
372
$7.74M 0.06%
+322,503
373
$7.7M 0.06%
23,597
+18,934
374
$7.66M 0.06%
143,225
-166,159
375
$7.62M 0.06%
360,987
-83,412
13 14
15
16 17