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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.32M 0.03%
29,521
-9,512
477
$3.3M 0.03%
88,697
+28,516
478
$3.28M 0.03%
61,064
+7,138
479
$3.27M 0.03%
63,036
+28,051
480
$3.27M 0.03%
15,090
+328
481
$3.26M 0.03%
46,601
+2,853
482
$3.25M 0.03%
61,053
+7,650
483
$3.23M 0.03%
40,474
+6,630
484
$3.22M 0.03%
99,233
-1,886
485
$3.2M 0.03%
34,327
+603
486
$3.2M 0.03%
21,635
+3,472
487
$3.19M 0.03%
31,597
+24,517
488
$3.19M 0.03%
92,766
+2,705
489
$3.18M 0.03%
59,804
-1,123
490
$3.15M 0.03%
13,463
+1,908
491
$3.15M 0.03%
40,504
+15,741
492
$3.15M 0.03%
49,619
+2,895
493
$3.13M 0.03%
12,834
+5,920
494
$3.12M 0.03%
82,981
-5,378
495
$3.12M 0.03%
+76,687
496
$3.1M 0.03%
112,228
-44,442
497
$3.09M 0.03%
91,035
+75,699
498
$3.08M 0.03%
12,451
+932
499
$3.08M 0.03%
17,610
+1,764
500
$3.07M 0.03%
52,532
+4,086
18 19
20
21 22