AWM

AE Wealth Management Portfolio holdings

AUM $17.4B
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.97M
3
+$4.73M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$4.49M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$4.43M

Top Sells

1
+$73.8M
2
+$21.2M
3
+$17M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$2.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.95M

Sector Composition

1 Consumer Staples 2.91%
2 Energy 2.81%
3 Technology 2.62%
4 Healthcare 2.43%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
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