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
376
$4.03M 0.04%
40,171
+5,957
377
$3.99M 0.04%
19,914
+1,068
378
$3.98M 0.04%
171,221
+31,306
379
$3.97M 0.04%
205,682
+41,238
380
$3.93M 0.04%
28,738
+11,537
381
$3.9M 0.04%
47,806
+3,509
382
$3.9M 0.04%
15,619
+1,518
383
$3.9M 0.04%
19,015
+1,830
384
$3.89M 0.04%
102,731
-41,284
385
$3.88M 0.04%
7,957
+1,134
386
$3.85M 0.04%
32,452
-10,740
387
$3.83M 0.04%
40,951
+10,982
388
$3.83M 0.04%
50,664
+4,285
389
$3.83M 0.04%
40,811
+30,914
390
$3.8M 0.04%
98,901
+15,144
391
$3.79M 0.04%
75,876
+12,964
392
$3.78M 0.04%
62,730
-1,633
393
$3.7M 0.04%
+234,805
394
$3.7M 0.04%
32,342
+1,995
395
$3.68M 0.04%
86,692
+912
396
$3.63M 0.04%
54,490
+13,269
397
$3.6M 0.04%
54,160
+50,802
398
$3.6M 0.04%
62,087
+9,074
399
$3.57M 0.04%
61,006
-31,855
400
$3.57M 0.04%
73,256
+9,793
14 15
16
17 18