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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.79M 0.04%
18,631
+10,188
427
$8.78M 0.04%
134,017
+50,161
428
$8.76M 0.04%
535,883
+343,141
429
$8.76M 0.04%
57,766
+18,764
430
$8.75M 0.04%
211,663
+566
431
$8.73M 0.04%
81,331
-14,199
432
$8.64M 0.04%
53,296
-5,849
433
$8.64M 0.04%
396,923
+60,600
434
$8.61M 0.04%
75,298
+49,929
435
$8.59M 0.04%
101,324
-6,107
436
$8.58M 0.04%
140,121
-157,785
437
$8.57M 0.04%
32,313
+2,626
438
$8.55M 0.04%
90,906
-31,976
439
$8.53M 0.04%
249,424
+218,435
440
$8.53M 0.04%
333,404
+37,276
441
$8.51M 0.04%
16,115
+12,193
442
$8.49M 0.04%
162,834
+155,030
443
$8.45M 0.04%
185,753
-100,342
444
$8.45M 0.04%
118,535
-51,481
445
$8.44M 0.04%
+315,072
446
$8.44M 0.04%
447,562
+88,874
447
$8.36M 0.04%
+316,677
448
$8.31M 0.04%
215,856
+165,513
449
$8.27M 0.04%
48,160
-43,704
450
$8.27M 0.04%
176,027
+104,941
16 17
18
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