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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.8M 0.04%
26,849
+4,082
377
$3.79M 0.04%
127,862
+60,876
378
$3.78M 0.04%
13,515
+5,953
379
$3.78M 0.04%
76,610
+15,265
380
$3.76M 0.04%
+152,529
381
$3.74M 0.04%
41,070
+6,936
382
$3.72M 0.04%
39,121
-283
383
$3.71M 0.04%
74,644
+12,350
384
$3.71M 0.04%
72,480
+24,359
385
$3.71M 0.04%
62,648
-4,860
386
$3.7M 0.04%
15,199
-2,754
387
$3.7M 0.04%
51,472
-4,609
388
$3.68M 0.04%
90,064
+7,050
389
$3.65M 0.04%
8,718
+2,154
390
$3.65M 0.04%
24,103
+5,786
391
$3.65M 0.04%
+19,700
392
$3.64M 0.04%
54,565
+20,206
393
$3.63M 0.04%
54,546
+888
394
$3.61M 0.04%
132,860
+108,762
395
$3.61M 0.04%
20,399
-5,141
396
$3.6M 0.04%
36,500
+3,023
397
$3.58M 0.04%
124,230
+12,367
398
$3.58M 0.04%
79,335
+721
399
$3.57M 0.04%
27,682
+3,588
400
$3.56M 0.04%
111,264
+68,142
14 15
16
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