AWM
AE Wealth Management Portfolio holdings
AUM
$13.7B
1-Year Return
15.84%
This Quarter Return
-11.24%
1 Year Return
+15.84%
3 Year Return
+55.42%
5 Year Return
+87.55%
10 Year Return
–
AUM
$584M
AUM Growth
-$1.23B
(-68%)
Cap. Flow
-$1.04B
Cap. Flow
% of AUM
-178%
Top 10 Holdings %
Top 10 Hldgs %
18.06%
Holding
632
New
38
Increased
141
Reduced
289
Closed
159
Top Buys
| 1 |
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
|
$2.22M |
| 2 |
WSFS Financial
WSFS
|
$1.96M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.39M |
| 4 |
Fidelity Limited Term Bond ETF
FLTB
|
$1.31M |
| 5 |
Casey's General Stores
CASY
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 8.69% |
| 2 | Healthcare | 6.71% |
| 3 | Energy | 5.95% |
| 4 | Industrials | 5.49% |
| 5 | Consumer Discretionary | 5.39% |
