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
426
$2.59M 0.03%
77,200
+872
427
$2.57M 0.03%
16,804
+7,683
428
$2.57M 0.03%
71,438
+24,259
429
$2.57M 0.03%
42,519
+21,054
430
$2.56M 0.03%
28,048
-2,291
431
$2.53M 0.03%
50,696
+16,267
432
$2.52M 0.03%
48,680
-3,182
433
$2.52M 0.03%
26,794
+1,650
434
$2.52M 0.03%
41,811
+2,892
435
$2.5M 0.03%
18,317
+1,062
436
$2.5M 0.03%
41,815
+1,230
437
$2.5M 0.03%
48,795
+7,956
438
$2.48M 0.03%
+162,519
439
$2.46M 0.03%
25,094
-2,358
440
$2.45M 0.03%
11,584
-1,772
441
$2.45M 0.03%
229,778
-29,829
442
$2.44M 0.03%
39,295
+1,076
443
$2.44M 0.03%
19,293
+5,343
444
$2.42M 0.03%
+39,132
445
$2.42M 0.03%
21,159
+3,645
446
$2.42M 0.03%
17,938
+1,869
447
$2.42M 0.03%
62,926
+1,370
448
$2.38M 0.03%
26,305
+6,996
449
$2.38M 0.03%
27,197
+5,869
450
$2.31M 0.03%
6,031
+3,939
16 17
18
19 20