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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.55M 0.04%
111,086
-987
452
$5.55M 0.04%
66,825
+55,976
453
$5.53M 0.04%
168,303
+17,335
454
$5.53M 0.04%
111,042
+75,549
455
$5.52M 0.04%
44,137
-990
456
$5.52M 0.04%
195,864
-5,328
457
$5.48M 0.04%
36,828
+8,054
458
$5.44M 0.04%
68,402
+7,505
459
$5.4M 0.04%
37,639
+16,446
460
$5.39M 0.04%
53,813
+17,264
461
$5.38M 0.04%
78,728
-2,558
462
$5.37M 0.04%
210,657
-10,179
463
$5.36M 0.04%
73,980
-7,483
464
$5.35M 0.04%
37,905
+17,088
465
$5.35M 0.04%
54,196
-18,216
466
$5.34M 0.04%
126,980
-10,770
467
$5.33M 0.04%
81,062
+45,138
468
$5.29M 0.04%
+250,894
469
$5.29M 0.04%
48,861
+17,306
470
$5.28M 0.04%
231,110
-6,376
471
$5.27M 0.04%
13,584
-274
472
$5.25M 0.04%
61,383
+57,774
473
$5.22M 0.04%
24,646
+4,820
474
$5.16M 0.04%
47,483
+26,116
475
$5.16M 0.04%
74,278
-6,998
17 18
19
20 21