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
526
$229K 0.01%
18,104
+2,552
527
$227K 0.01%
2,076
-23
528
$226K 0.01%
+4,107
529
$225K 0.01%
+5,661
530
$224K 0.01%
+2,016
531
$223K 0.01%
7,920
+658
532
$223K 0.01%
+4,930
533
$222K 0.01%
+1,661
534
$219K 0.01%
5,402
+750
535
$219K 0.01%
+3,658
536
$217K 0.01%
+1,277
537
$216K 0.01%
+1,135
538
$215K 0.01%
+21,484
539
$215K 0.01%
+4,437
540
$215K 0.01%
+6,274
541
$213K 0.01%
4,471
-1,457
542
$213K 0.01%
+14,268
543
$213K 0.01%
+8,473
544
$212K 0.01%
9,280
+111
545
$211K 0.01%
+5,530
546
$211K 0.01%
+4,628
547
$211K 0.01%
+3,992
548
$211K 0.01%
4,535
-3,396
549
$211K 0.01%
+6,463
550
$211K 0.01%
+9,067
20 21
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