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
501
$2.19M 0.02%
7,110
+170
502
$2.18M 0.02%
14,026
+2,815
503
$2.16M 0.02%
+46,082
504
$2.15M 0.02%
58,228
-9,574
505
$2.09M 0.02%
+30,322
506
$2.09M 0.02%
68,365
+35,799
507
$2.08M 0.02%
41,234
+22,325
508
$2.08M 0.02%
14,867
+1,283
509
$2.08M 0.02%
59,990
-1,186,479
510
$2.07M 0.02%
18,387
+11,628
511
$2.07M 0.02%
31,816
+2,350
512
$2.05M 0.02%
10,603
-915
513
$2.05M 0.02%
57,461
+4,937
514
$2.04M 0.02%
29,796
+3,124
515
$2.03M 0.02%
46,814
+9,466
516
$2.03M 0.02%
13,321
+562
517
$2.02M 0.02%
57,285
+31,266
518
$2.02M 0.02%
19,323
+2,385
519
$1.99M 0.02%
22,272
+18,966
520
$1.99M 0.02%
113,159
+18,293
521
$1.99M 0.02%
86,539
-5,726
522
$1.98M 0.02%
76,254
-24,436
523
$1.96M 0.02%
77,061
-4,194
524
$1.96M 0.02%
98,961
+22,149
525
$1.96M 0.02%
24,473
+9,352
19 20
21
22 23