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
$1.47B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$9.5M
3
+$9.43M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.22M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$8.54M

Top Sells

1
+$2.83M
2
+$2.46M
3
+$1.88M
4
OKE icon
Oneok
OKE
+$1.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.28M

Sector Composition

1 Technology 3.14%
2 Energy 2.4%
3 Healthcare 1.98%
4 Financials 1.91%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$220K 0.02%
3,971
402
$216K 0.01%
1,273
-73
403
$214K 0.01%
7,262
+3,997
404
$214K 0.01%
4,331
-16,167
405
$214K 0.01%
+7,538
406
$214K 0.01%
+4,112
407
$212K 0.01%
+2,772
408
$211K 0.01%
9,109
-3,699
409
$210K 0.01%
4,652
+114
410
$210K 0.01%
+4,006
411
$209K 0.01%
3,339
+269
412
$208K 0.01%
2,783
-12,358
413
$208K 0.01%
+7,073
414
$207K 0.01%
1,246
+17
415
$206K 0.01%
+1,683
416
$205K 0.01%
+2,519
417
$205K 0.01%
+2,651
418
$204K 0.01%
+19,930
419
$204K 0.01%
+2,994
420
$203K 0.01%
7,640
-577
421
$203K 0.01%
+6,957
422
$202K 0.01%
+9,169
423
$202K 0.01%
+2,839
424
$202K 0.01%
15,552
-1,652
425
$192K 0.01%
5,173
+300
15 16
17
18 19