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
476
$2.78M 0.03%
208,387
+18,656
477
$2.77M 0.03%
17,410
+10,686
478
$2.76M 0.03%
20,075
-3,750
479
$2.76M 0.03%
53,926
-1,289
480
$2.76M 0.03%
71,331
-107
481
$2.76M 0.03%
12,831
+11,782
482
$2.76M 0.03%
26,033
+5,843
483
$2.74M 0.03%
7,633
+923
484
$2.73M 0.03%
50,821
+2,879
485
$2.72M 0.03%
17,755
-3,000
486
$2.71M 0.03%
86,831
+10,060
487
$2.71M 0.03%
48,446
+5,927
488
$2.7M 0.03%
41,780
-4,902
489
$2.69M 0.03%
22,849
+17,985
490
$2.68M 0.03%
10,871
-706
491
$2.66M 0.03%
44,402
+5,574
492
$2.63M 0.03%
11,555
+1,471
493
$2.63M 0.03%
11,519
+1,466
494
$2.62M 0.03%
+33,844
495
$2.61M 0.03%
65,309
+4,035
496
$2.61M 0.03%
95,432
-4,077
497
$2.6M 0.03%
+101,664
498
$2.58M 0.03%
39,453
-591
499
$2.57M 0.03%
7,902
-38
500
$2.54M 0.03%
47,612
-18,753
18 19
20
21 22