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
426
$3.26M 0.03%
38,512
-1,017
427
$3.26M 0.03%
54,374
-128,315
428
$3.25M 0.03%
4,341
+4,206
429
$3.23M 0.03%
64,997
+14,301
430
$3.21M 0.03%
90,061
+12,861
431
$3.19M 0.03%
22,588
+13,008
432
$3.19M 0.03%
101,119
+29,503
433
$3.19M 0.03%
76,815
+9,672
434
$3.18M 0.03%
109,022
+61,468
435
$3.18M 0.03%
34,178
-9,182
436
$3.17M 0.03%
103,772
-430,268
437
$3.17M 0.03%
+90,280
438
$3.16M 0.03%
9,838
-136
439
$3.16M 0.03%
41,175
+1,880
440
$3.13M 0.03%
127,117
+60,465
441
$3.13M 0.03%
15,012
-1,606
442
$3.13M 0.03%
+72,783
443
$3.11M 0.03%
99,340
+16,774
444
$3.11M 0.03%
15,411
+824
445
$3.08M 0.03%
316,888
-178,403
446
$3.08M 0.03%
151,781
+43,528
447
$3.07M 0.03%
88,359
-3,580
448
$3.06M 0.03%
83,187
+36,646
449
$3.06M 0.03%
42,763
+4,054
450
$3.06M 0.03%
44,972
-3,708
16 17
18
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