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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.26M 0.04%
97,445
+29,854
452
$8.18M 0.04%
458,770
+154,744
453
$8.17M 0.04%
34,602
-856
454
$8.14M 0.04%
58,018
-8,019
455
$7.93M 0.04%
191,605
-54,144
456
$7.93M 0.04%
282,335
+55,158
457
$7.91M 0.04%
72,468
-101,938
458
$7.88M 0.04%
32,038
+3,527
459
$7.86M 0.04%
238,259
+82,680
460
$7.84M 0.04%
53,295
-110,655
461
$7.82M 0.04%
224,670
-1,703
462
$7.81M 0.04%
89,313
+57,238
463
$7.76M 0.04%
16,044
-3,132
464
$7.73M 0.04%
314,072
-156,833
465
$7.66M 0.04%
58,183
+25,941
466
$7.65M 0.04%
161,390
+46,760
467
$7.65M 0.04%
206,036
+24,643
468
$7.58M 0.04%
273,199
-40,557
469
$7.56M 0.04%
104,967
+16,855
470
$7.56M 0.04%
216,695
+65,186
471
$7.56M 0.04%
32,790
-2,664
472
$7.53M 0.04%
53,255
-163,801
473
$7.52M 0.04%
94,681
+25,967
474
$7.49M 0.04%
26,415
-14,323
475
$7.37M 0.04%
39,244
+24,880
17 18
19
20 21