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
501
$2.54M 0.03%
41,724
-1,828
502
$2.54M 0.03%
+92,964
503
$2.53M 0.03%
31,853
+5,649
504
$2.52M 0.03%
20,098
+2,160
505
$2.51M 0.03%
62,998
+7,490
506
$2.5M 0.03%
28,015
+1,221
507
$2.5M 0.03%
8,474
+349
508
$2.5M 0.03%
48,946
+17,544
509
$2.5M 0.03%
26,267
-38
510
$2.49M 0.03%
+18,799
511
$2.49M 0.03%
+112,730
512
$2.49M 0.03%
49,945
513
$2.48M 0.03%
43,572
+29,126
514
$2.48M 0.03%
29,662
+1,614
515
$2.48M 0.03%
26,398
-1,056
516
$2.47M 0.02%
59,862
+13,839
517
$2.46M 0.02%
209,791
-19,987
518
$2.45M 0.02%
85,378
+3,762
519
$2.43M 0.02%
17,559
-6,664
520
$2.43M 0.02%
+9,247
521
$2.42M 0.02%
120,239
+89,990
522
$2.42M 0.02%
25,272
+5,022
523
$2.39M 0.02%
36,541
-26,667
524
$2.39M 0.02%
30,300
-1,562
525
$2.37M 0.02%
67,460
+20,957
19 20
21
22 23