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
476
$2.41M 0.02%
99,011
+30,614
477
$2.4M 0.02%
16,136
+10,298
478
$2.39M 0.02%
9,877
+34
479
$2.36M 0.02%
9,100
+7,414
480
$2.34M 0.02%
134,547
+30
481
$2.33M 0.02%
93,467
+6,374
482
$2.32M 0.02%
112,217
+94,652
483
$2.32M 0.02%
41,304
+7,502
484
$2.3M 0.02%
53,023
+3,474
485
$2.27M 0.02%
11,519
+364
486
$2.27M 0.02%
40,830
+11,007
487
$2.26M 0.02%
9,458
+2,096
488
$2.26M 0.02%
12,892
+3,124
489
$2.26M 0.02%
7,558
+61
490
$2.25M 0.02%
12,738
+174
491
$2.25M 0.02%
20,679
-9,359
492
$2.23M 0.02%
12,209
-739
493
$2.21M 0.02%
61,422
+34,643
494
$2.2M 0.02%
24,474
+4,092
495
$2.2M 0.02%
57,096
+2,719
496
$2.19M 0.02%
111,866
-1,077
497
$2.19M 0.02%
22,607
+9,382
498
$2.19M 0.02%
122,714
+30,749
499
$2.19M 0.02%
8,144
+682
500
$2.19M 0.02%
3,678
+169
18 19
20
21 22