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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.36M 0.02%
12,883
-3,921
527
$2.36M 0.02%
33,563
+6,743
528
$2.32M 0.02%
22,321
+1,892
529
$2.31M 0.02%
18,163
+1,941
530
$2.29M 0.02%
114,776
-54,021
531
$2.29M 0.02%
52,856
+2,434
532
$2.28M 0.02%
21,785
+3,252
533
$2.28M 0.02%
55,564
-859
534
$2.27M 0.02%
+34,086
535
$2.26M 0.02%
42,699
-858
536
$2.25M 0.02%
19,509
-1,629
537
$2.25M 0.02%
20,007
-18,344
538
$2.25M 0.02%
36,004
+8,016
539
$2.24M 0.02%
30,131
+2,185
540
$2.21M 0.02%
32,301
+5,688
541
$2.21M 0.02%
9,311
+828
542
$2.2M 0.02%
32,859
+2,853
543
$2.19M 0.02%
68,876
-21,678
544
$2.18M 0.02%
81,356
-14,787
545
$2.16M 0.02%
34,338
+5,467
546
$2.16M 0.02%
21,996
-1,601
547
$2.15M 0.02%
28,695
-1,689
548
$2.13M 0.02%
35,880
-5,630
549
$2.13M 0.02%
43,672
-2,283
550
$2.11M 0.02%
34,706
+3,710
20 21
22
23 24