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
$1.82B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$16.1M
3
+$9.54M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.22M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.97M

Top Sells

1
+$57.7M
2
+$20.8M
3
+$14.8M
4
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$4.36M
5
GLD icon
SPDR Gold Trust
GLD
+$4.26M

Sector Composition

1 Technology 3.85%
2 Energy 2.76%
3 Healthcare 2.55%
4 Industrials 2.34%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$247K 0.01%
+2,808
502
$247K 0.01%
2,842
-957
503
$246K 0.01%
+4,506
504
$244K 0.01%
3,602
+35
505
$244K 0.01%
19,204
+8,772
506
$244K 0.01%
+2,934
507
$243K 0.01%
+2,463
508
$243K 0.01%
+6,414
509
$243K 0.01%
+5,039
510
$242K 0.01%
+2,662
511
$241K 0.01%
2,517
+7
512
$240K 0.01%
3,802
+1,675
513
$237K 0.01%
+972
514
$235K 0.01%
+9,910
515
$235K 0.01%
1,254
+8
516
$234K 0.01%
3,218
+379
517
$233K 0.01%
+3,085
518
$232K 0.01%
+2,270
519
$232K 0.01%
+2,963
520
$232K 0.01%
+2,342
521
$231K 0.01%
4,862
-2,110
522
$231K 0.01%
+8,570
523
$230K 0.01%
+1,203
524
$230K 0.01%
+5,003
525
$229K 0.01%
+13,320
19 20
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