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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.14M 0.04%
50,089
+9,653
477
$5.12M 0.04%
175,071
+56,316
478
$5.1M 0.04%
77,714
+10,440
479
$5.06M 0.04%
273,678
+79,394
480
$5.05M 0.04%
64,066
+13,244
481
$5.05M 0.04%
101,963
-1,383
482
$5.01M 0.04%
114,001
+19,847
483
$5.01M 0.04%
114,201
+471
484
$4.97M 0.04%
55,207
+39,741
485
$4.89M 0.04%
54,345
+2,043
486
$4.86M 0.04%
97,182
+61,820
487
$4.86M 0.04%
265,655
+44,200
488
$4.85M 0.04%
101,148
+3,458
489
$4.85M 0.04%
169,214
+48,453
490
$4.84M 0.04%
21,923
+438
491
$4.75M 0.03%
224,131
+30,668
492
$4.74M 0.03%
140,505
-51,695
493
$4.73M 0.03%
69,268
+39,690
494
$4.73M 0.03%
45,426
-3,619
495
$4.65M 0.03%
159,068
+3,944
496
$4.59M 0.03%
19,816
-17,792
497
$4.58M 0.03%
53,725
+42,639
498
$4.54M 0.03%
138,565
+48,538
499
$4.5M 0.03%
17,687
+5,865
500
$4.49M 0.03%
121,471
-40,634
18 19
20
21 22