AWM
AE Wealth Management Portfolio holdings
AUM
$13.7B
1-Year Return
15.84%
This Quarter Return
+2.94%
1 Year Return
+15.84%
3 Year Return
+55.42%
5 Year Return
+87.55%
10 Year Return
–
AUM
$3.33B
AUM Growth
+$1.89B
(+131%)
Cap. Flow
+$1.85B
Cap. Flow
% of AUM
55.62%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
997
New
358
Increased
536
Reduced
48
Closed
32
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$138M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$56.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$52.8M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$45.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$39.2M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$3.16M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
+$3.01M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$2.65M |
| 4 |
Colgate-Palmolive
CL
|
+$2.38M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.19M |
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Financials | 3.94% |
| 3 | Healthcare | 3.06% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Industrials | 2.77% |
