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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.03M 0.04%
50,404
+35,995
427
$4.02M 0.04%
189,357
-138
428
$4.02M 0.04%
127,987
+12,994
429
$4M 0.03%
72,618
+11,584
430
$3.97M 0.03%
51,604
+8,841
431
$3.96M 0.03%
60,949
+13,028
432
$3.95M 0.03%
37,147
+930
433
$3.95M 0.03%
87,404
+14,621
434
$3.93M 0.03%
73,914
+42,597
435
$3.91M 0.03%
109,669
-23,325
436
$3.9M 0.03%
49,862
-1,610
437
$3.88M 0.03%
104,420
+87,888
438
$3.86M 0.03%
46,016
+22,960
439
$3.85M 0.03%
115,969
+4,705
440
$3.85M 0.03%
8,379
+477
441
$3.84M 0.03%
29,641
-1,778
442
$3.83M 0.03%
18,634
+1,564
443
$3.83M 0.03%
166,839
+54,109
444
$3.81M 0.03%
72,519
+661
445
$3.81M 0.03%
55,385
+13,605
446
$3.81M 0.03%
47,032
+8,520
447
$3.8M 0.03%
13,014
+12,196
448
$3.8M 0.03%
120,202
+33,371
449
$3.79M 0.03%
52,289
-5,160
450
$3.79M 0.03%
120,942
+21,602
16 17
18
19 20