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
$4.61B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$20.2M
3
+$18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Top Sells

1
+$8.99M
2
+$8.01M
3
+$6.52M
4
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$6.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.65M

Sector Composition

1 Technology 6.16%
2 Financials 3.88%
3 Healthcare 2.96%
4 Consumer Discretionary 2.75%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.51M 0.03%
9,058
-92
427
$1.5M 0.03%
10,834
+182
428
$1.49M 0.03%
77,656
+636
429
$1.49M 0.03%
19,680
+3,216
430
$1.49M 0.03%
15,400
+6,924
431
$1.47M 0.03%
17,167
+6,426
432
$1.46M 0.03%
13,176
+4,872
433
$1.46M 0.03%
22,610
+1,786
434
$1.46M 0.03%
28,565
+195
435
$1.46M 0.03%
29,546
+3,830
436
$1.45M 0.03%
26,057
+19,078
437
$1.45M 0.03%
40,051
+11,486
438
$1.45M 0.03%
16,011
+3,047
439
$1.45M 0.03%
26,872
+4,966
440
$1.43M 0.03%
17,521
+3,250
441
$1.43M 0.03%
7,131
+650
442
$1.43M 0.03%
15,947
+1,239
443
$1.43M 0.03%
25,345
+5,633
444
$1.43M 0.03%
62,026
+4,346
445
$1.42M 0.03%
16,673
+4,046
446
$1.42M 0.03%
34,010
+10,962
447
$1.41M 0.03%
31,788
+18,817
448
$1.4M 0.03%
12,288
-57,071
449
$1.4M 0.03%
4,313
+419
450
$1.4M 0.03%
14,775
+5,382
16 17
18
19 20