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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.81M 0.02%
64,365
-635
527
$1.8M 0.02%
26,820
-2,627
528
$1.8M 0.02%
18,533
+4,701
529
$1.8M 0.02%
+26,613
530
$1.78M 0.02%
24,645
-796
531
$1.78M 0.02%
24,575
-33
532
$1.77M 0.02%
+35,331
533
$1.77M 0.02%
22,218
+9,408
534
$1.77M 0.02%
11,853
-5,565
535
$1.76M 0.02%
36,521
+16,034
536
$1.75M 0.02%
6,995
-1,019
537
$1.75M 0.02%
31,640
+2,535
538
$1.74M 0.02%
43,557
-16,230
539
$1.74M 0.02%
23,597
+185
540
$1.74M 0.02%
27,740
-5,057
541
$1.74M 0.02%
6,354
-1,237
542
$1.74M 0.02%
25,329
-6,480
543
$1.73M 0.02%
27,988
+13,208
544
$1.73M 0.02%
93,582
-13,972
545
$1.71M 0.02%
62,104
-3,802
546
$1.71M 0.02%
16,124
+11,412
547
$1.7M 0.02%
9,503
+64
548
$1.7M 0.02%
764
+52
549
$1.67M 0.02%
78,803
-3,426
550
$1.64M 0.02%
28,442
-6
20 21
22
23 24