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
351
$4.52M 0.05%
82,504
-4,136
352
$4.5M 0.05%
139,116
+2,207
353
$4.48M 0.04%
144,543
+3,066
354
$4.47M 0.04%
114,780
+1,884
355
$4.47M 0.04%
85,524
+8,146
356
$4.43M 0.04%
45,059
+6,797
357
$4.42M 0.04%
238,948
+226,227
358
$4.39M 0.04%
19,250
+3,327
359
$4.39M 0.04%
103,083
+44,876
360
$4.38M 0.04%
108,130
+5,448
361
$4.36M 0.04%
39,414
+10,553
362
$4.35M 0.04%
14,322
-6,276
363
$4.31M 0.04%
31,262
-5,442
364
$4.3M 0.04%
114,598
+3,363
365
$4.24M 0.04%
18,826
+468
366
$4.2M 0.04%
112,134
-15,551
367
$4.15M 0.04%
83,175
+31,379
368
$4.12M 0.04%
71,606
+10,087
369
$4.11M 0.04%
14,845
-117
370
$4.09M 0.04%
+117,564
371
$4.09M 0.04%
132,333
+58,420
372
$4.06M 0.04%
115,563
-16,365
373
$4.04M 0.04%
57,771
+22,642
374
$4.03M 0.04%
54,686
+4,081
375
$4.03M 0.04%
18,268
+6,305
13 14
15
16 17