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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.79M 0.03%
28,984
-3,661
402
$2.79M 0.03%
3,860
-467
403
$2.77M 0.03%
168,797
-59,388
404
$2.77M 0.03%
193,635
+3,215
405
$2.75M 0.03%
22,767
-5,554
406
$2.73M 0.03%
31,862
-1,088
407
$2.72M 0.03%
46,682
+3,047
408
$2.7M 0.03%
67,143
+2,544
409
$2.68M 0.03%
99,509
-1,808,303
410
$2.67M 0.03%
11,577
+91
411
$2.67M 0.03%
47,942
+8,014
412
$2.67M 0.03%
34,134
+8,642
413
$2.66M 0.03%
41,188
-352
414
$2.65M 0.03%
55,215
-2,199
415
$2.65M 0.03%
52,609
-70,140
416
$2.64M 0.03%
7,940
+1,026
417
$2.63M 0.03%
51,537
+6,011
418
$2.63M 0.03%
12,881
+4,127
419
$2.62M 0.03%
27,239
+3,645
420
$2.62M 0.03%
77,015
+8,092
421
$2.6M 0.03%
69,238
+28,277
422
$2.6M 0.03%
11,563
-1,602
423
$2.59M 0.03%
62,306
-40,950
424
$2.59M 0.03%
82,566
+846
425
$2.59M 0.03%
51,632
-42,894
15 16
17
18 19