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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.56M 0.04%
131,182
+16,746
402
$3.55M 0.04%
131,396
+173
403
$3.52M 0.04%
75,242
+4,455
404
$3.47M 0.03%
14,979
+2,894
405
$3.47M 0.03%
88,618
-4,641
406
$3.43M 0.03%
55,885
+7,759
407
$3.39M 0.03%
90,117
+13,207
408
$3.37M 0.03%
24,396
+4,672
409
$3.37M 0.03%
107,298
+3,410
410
$3.37M 0.03%
59,071
+24,243
411
$3.36M 0.03%
33,779
+28,756
412
$3.35M 0.03%
38,156
+3,232
413
$3.35M 0.03%
14,177
+5,561
414
$3.33M 0.03%
159,825
+16,007
415
$3.32M 0.03%
17,102
+1,198
416
$3.31M 0.03%
56,116
+6,151
417
$3.3M 0.03%
114,098
+17,976
418
$3.29M 0.03%
44,435
-872
419
$3.27M 0.03%
157,669
+9,906
420
$3.25M 0.03%
15,362
+1,431
421
$3.23M 0.03%
48,969
+2,306
422
$3.23M 0.03%
198,808
+44,718
423
$3.23M 0.03%
77,943
+20,865
424
$3.2M 0.03%
142,383
-70,879
425
$3.18M 0.03%
79,086
+4,885
15 16
17
18 19