AWM
AE Wealth Management Portfolio holdings
AUM
$13.7B
1-Year Return
15.84%
This Quarter Return
+11.24%
1 Year Return
+15.84%
3 Year Return
+55.42%
5 Year Return
+87.55%
10 Year Return
–
AUM
$1.44B
AUM Growth
+$855M
(+146%)
Cap. Flow
+$790M
Cap. Flow
% of AUM
54.89%
Top 10 Holdings %
Top 10 Hldgs %
26.88%
Holding
666
New
193
Increased
287
Reduced
139
Closed
31
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$113M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$42.2M |
| 3 |
iShares Russell Top 200 Value ETF
IWX
|
+$35M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$28.6M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$25.6M |
Top Sells
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Healthcare | 3.82% |
| 3 | Industrials | 3.3% |
| 4 | Consumer Staples | 3.23% |
| 5 | Financials | 3.22% |
