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
426
$326K 0.02%
+1,533
427
$325K 0.02%
9,471
+456
428
$323K 0.02%
+6,521
429
$322K 0.02%
3,906
+479
430
$321K 0.02%
6,092
+733
431
$319K 0.02%
11,273
+2,727
432
$318K 0.02%
+6,396
433
$318K 0.02%
+1,997
434
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+5,798
435
$316K 0.02%
2,085
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436
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3,395
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437
$314K 0.02%
5,176
-244
438
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+3,362
439
$310K 0.02%
+9,500
440
$310K 0.02%
4,900
-266
441
$307K 0.02%
4,820
442
$305K 0.02%
18,178
-20
443
$305K 0.02%
12,234
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444
$303K 0.02%
10,825
+1,304
445
$303K 0.02%
+1,214
446
$302K 0.02%
+7,830
447
$300K 0.02%
3,158
-459
448
$299K 0.02%
2,656
+288
449
$299K 0.02%
5,031
-1,493
450
$298K 0.02%
6,595
+2,589
16 17
18
19 20