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
$1.08B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$31.9M
3
+$12.6M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.7M

Top Sells

1
+$17.7M
2
+$2.85M
3
+$2.33M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.25M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.13M

Sector Composition

1 Consumer Staples 2.71%
2 Energy 2.64%
3 Industrials 2.43%
4 Technology 2.36%
5 Healthcare 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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408
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416
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421
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