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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.95M 0.02%
21,105
+2,909
527
$1.95M 0.02%
16,397
-2,695
528
$1.93M 0.02%
16,767
-1,158
529
$1.9M 0.02%
39,099
+18,337
530
$1.9M 0.02%
73,814
+46,813
531
$1.89M 0.02%
17,670
-7,366
532
$1.89M 0.02%
20,658
+16,334
533
$1.88M 0.02%
42,582
-1,826
534
$1.87M 0.02%
9,022
+4,891
535
$1.87M 0.02%
13,795
-1,471
536
$1.86M 0.02%
40,862
+3,409
537
$1.85M 0.02%
32,347
-138
538
$1.85M 0.02%
23,923
+466
539
$1.84M 0.02%
44,422
-13,023
540
$1.84M 0.02%
4,202
+1,196
541
$1.83M 0.02%
17,182
-343
542
$1.81M 0.02%
39,256
+431
543
$1.8M 0.02%
20,270
+272
544
$1.8M 0.02%
23,099
+6,841
545
$1.79M 0.02%
7,816
-375
546
$1.79M 0.02%
29,736
+4,735
547
$1.79M 0.02%
37,199
+31,967
548
$1.78M 0.02%
181,646
+8,763
549
$1.77M 0.02%
44,049
+4,561
550
$1.77M 0.02%
73,806
-96,926
20 21
22
23 24