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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.82M 0.04%
19,532
+17,684
377
$4.82M 0.04%
96,636
+21,992
378
$4.81M 0.04%
294,611
-41,046
379
$4.8M 0.04%
23,230
+1,491
380
$4.77M 0.04%
179,459
+26,930
381
$4.76M 0.04%
99,761
+6,980
382
$4.75M 0.04%
85,976
+13,470
383
$4.74M 0.04%
53,078
+42,670
384
$4.71M 0.04%
31,908
+9,320
385
$4.7M 0.04%
54,776
+36,783
386
$4.7M 0.04%
191,656
+64,958
387
$4.7M 0.04%
50,047
-10,284
388
$4.68M 0.04%
28,122
-11,315
389
$4.66M 0.04%
76,574
-876,468
390
$4.64M 0.04%
73,026
+28,019
391
$4.64M 0.04%
224,437
+72,656
392
$4.63M 0.04%
142,432
+33,410
393
$4.61M 0.04%
17,047
+4,981
394
$4.6M 0.04%
18,321
-4,000
395
$4.6M 0.04%
44,735
+22,414
396
$4.59M 0.04%
149,692
+33,223
397
$4.58M 0.04%
99,160
+46,304
398
$4.54M 0.04%
89,928
+75,647
399
$4.53M 0.04%
49,949
+10,003
400
$4.53M 0.04%
22,594
+2,894
14 15
16
17 18