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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.15M 0.02%
6,710
-10,152
477
$2.15M 0.02%
40,044
-2,048
478
$2.14M 0.02%
30,384
+4,572
479
$2.13M 0.02%
17,730
+9,584
480
$2.13M 0.02%
55,508
+25,291
481
$2.12M 0.02%
61,274
+14,449
482
$2.12M 0.02%
21,138
+10,554
483
$2.12M 0.02%
5,041
-790
484
$2.11M 0.02%
20,190
+14,627
485
$2.09M 0.02%
24,111
-16,302
486
$2.07M 0.02%
8,483
+873
487
$2.04M 0.02%
43,552
+1,177
488
$2.04M 0.02%
27,946
+664
489
$2.03M 0.02%
26,204
+2,638
490
$2.02M 0.02%
50,422
+3,859
491
$2.02M 0.02%
28,871
+853
492
$2.01M 0.02%
19,142
-5,717
493
$2.01M 0.02%
21,284
+1,147
494
$2M 0.02%
20,250
-2,179
495
$1.99M 0.02%
11,983
+4,893
496
$1.98M 0.02%
45,971
-2,853
497
$1.98M 0.02%
33,200
-1,855
498
$1.98M 0.02%
66,986
+1,920
499
$1.98M 0.02%
31,492
-14,136
500
$1.97M 0.02%
30,996
+458
18 19
20
21 22