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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.18M 0.03%
119,509
+43,556
427
$3.13M 0.03%
40,552
-15
428
$3.11M 0.03%
93,654
+9,408
429
$3.08M 0.03%
18,750
-751
430
$3.08M 0.03%
66,795
+7,552
431
$3.06M 0.03%
126,061
+50,121
432
$3.06M 0.03%
43,588
+7,383
433
$3M 0.03%
21,218
+12,642
434
$2.99M 0.03%
16,402
+2,678
435
$2.98M 0.03%
92,299
-6,242
436
$2.96M 0.03%
16,792
+657
437
$2.93M 0.03%
75,355
+3,713
438
$2.92M 0.03%
53,049
+6,362
439
$2.91M 0.03%
90,265
+20,365
440
$2.87M 0.03%
45,420
+8,200
441
$2.85M 0.03%
26,254
-2,442
442
$2.84M 0.03%
77,900
-7,398
443
$2.82M 0.03%
5,205
+637
444
$2.78M 0.03%
51,674
+8,254
445
$2.76M 0.03%
74,493
+3,871
446
$2.76M 0.03%
19,319
+11,930
447
$2.76M 0.03%
124,693
+9,594
448
$2.75M 0.03%
92,756
-3,801
449
$2.75M 0.03%
41,467
+125
450
$2.73M 0.03%
32,554
-9,639
16 17
18
19 20