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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.56M 0.04%
146,081
-8,635
402
$3.54M 0.04%
22,423
+1,432
403
$3.53M 0.04%
114,993
+13,810
404
$3.5M 0.04%
+136,498
405
$3.48M 0.04%
34,406
-17,570
406
$3.48M 0.04%
30,676
+374
407
$3.47M 0.04%
9
408
$3.47M 0.04%
116,469
+46,999
409
$3.45M 0.03%
58,972
-6,558
410
$3.45M 0.03%
39,946
+3,845
411
$3.44M 0.03%
17,070
-7,250
412
$3.42M 0.03%
117,395
+110,506
413
$3.42M 0.03%
+34,102
414
$3.37M 0.03%
64,839
+16,044
415
$3.37M 0.03%
1,445
+681
416
$3.36M 0.03%
57,449
+18,317
417
$3.35M 0.03%
61,034
-6,317
418
$3.33M 0.03%
12,421
+643
419
$3.33M 0.03%
230,698
+15,773
420
$3.32M 0.03%
33,724
+5,793
421
$3.29M 0.03%
33,550
-329,178
422
$3.29M 0.03%
65,035
+2,109
423
$3.29M 0.03%
52,548
+3,472
424
$3.28M 0.03%
46,699
+3,396
425
$3.28M 0.03%
208,607
-53,155
15 16
17
18 19