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
$1.82B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$16.1M
3
+$9.54M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.22M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.97M

Top Sells

1
+$57.7M
2
+$20.8M
3
+$14.8M
4
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$4.36M
5
GLD icon
SPDR Gold Trust
GLD
+$4.26M

Sector Composition

1 Technology 3.85%
2 Energy 2.76%
3 Healthcare 2.55%
4 Industrials 2.34%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$362K 0.02%
+18,195
402
$361K 0.02%
+3,579
403
$357K 0.02%
+9,643
404
$355K 0.02%
11,490
+4,417
405
$353K 0.02%
+8,368
406
$353K 0.02%
18,468
-3,533
407
$349K 0.02%
3,252
+857
408
$344K 0.02%
2,325
-539
409
$342K 0.02%
2,897
-464
410
$341K 0.02%
+7,712
411
$340K 0.02%
+18,431
412
$340K 0.02%
+2,358
413
$340K 0.02%
+1,966
414
$338K 0.02%
+6,735
415
$337K 0.02%
+4,030
416
$336K 0.02%
+6,100
417
$335K 0.02%
6,339
+585
418
$332K 0.02%
+1,380
419
$331K 0.02%
+3,856
420
$330K 0.02%
2,245
+245
421
$329K 0.02%
14,205
+420
422
$328K 0.02%
+3,044
423
$328K 0.02%
+4,520
424
$326K 0.02%
7,797
+332
425
$326K 0.02%
+5,957
15 16
17
18 19