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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.72M 0.03%
43,309
-298
452
$2.71M 0.03%
7,245
+1,877
453
$2.7M 0.03%
30,607
+5,780
454
$2.69M 0.03%
28,704
+182
455
$2.66M 0.03%
6,951
+3,263
456
$2.65M 0.03%
19,150
+1,899
457
$2.63M 0.03%
104,762
-458,070
458
$2.62M 0.03%
21,410
+2,150
459
$2.62M 0.03%
40,074
+2,718
460
$2.62M 0.03%
36,110
+4,025
461
$2.62M 0.03%
37,636
+1,271
462
$2.6M 0.03%
68,521
-1,216,131
463
$2.6M 0.03%
33,912
+11,203
464
$2.55M 0.03%
11,392
+851
465
$2.52M 0.03%
92,035
+15,732
466
$2.52M 0.03%
14,481
+1,328
467
$2.51M 0.03%
4,263
-591
468
$2.51M 0.03%
30,342
-2,453
469
$2.49M 0.02%
88,001
+586
470
$2.49M 0.02%
24,322
-2,895
471
$2.48M 0.02%
111,078
+18,537
472
$2.48M 0.02%
25,608
+8,828
473
$2.44M 0.02%
116,070
+4,642
474
$2.44M 0.02%
115,214
-1,748
475
$2.43M 0.02%
104,767
-521,680
17 18
19
20 21