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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.05M 0.03%
168,850
+4,857
452
$3M 0.03%
46,769
+15,277
453
$2.99M 0.03%
15,521
-4,034
454
$2.99M 0.03%
44,472
+17,275
455
$2.99M 0.03%
14,762
-1,353
456
$2.99M 0.03%
43,748
-43,429
457
$2.97M 0.03%
+47,921
458
$2.96M 0.03%
21,031
-8,123
459
$2.94M 0.03%
29,693
+4,599
460
$2.94M 0.03%
87,728
+10,713
461
$2.93M 0.03%
23,328
+16,253
462
$2.92M 0.03%
3,872
+12
463
$2.89M 0.03%
176,285
-438,788
464
$2.88M 0.03%
12,066
+503
465
$2.87M 0.03%
126,698
+20,758
466
$2.86M 0.03%
90,552
+29,224
467
$2.85M 0.03%
+108,575
468
$2.85M 0.03%
54,767
+27,101
469
$2.85M 0.03%
56,714
+5,082
470
$2.85M 0.03%
15,963
-428
471
$2.82M 0.03%
33,333
+6,587
472
$2.82M 0.03%
46,724
+4,909
473
$2.8M 0.03%
15,846
-18,188
474
$2.8M 0.03%
45,007
+33,475
475
$2.79M 0.03%
60,927
+579
17 18
19
20 21