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
$1.82B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$16.1M
3
+$9.54M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$9.22M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.97M

Top Sells

1
+$57.7M
2
+$20.8M
3
+$14.8M
4
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$4.36M
5
GLD icon
SPDR Gold Trust
GLD
+$4.26M

Sector Composition

1 Technology 3.85%
2 Energy 2.76%
3 Healthcare 2.55%
4 Industrials 2.34%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$210K 0.01%
+6,012
552
$210K 0.01%
+1,285
553
$209K 0.01%
+9,346
554
$209K 0.01%
8,234
-2,325
555
$207K 0.01%
2,227
+11
556
$206K 0.01%
11,814
+1,463
557
$206K 0.01%
1,568
-181
558
$206K 0.01%
+1,189
559
$205K 0.01%
+8,976
560
$204K 0.01%
+3,625
561
$204K 0.01%
16,845
-3,085
562
$202K 0.01%
6,935
-3,030
563
$201K 0.01%
+4,000
564
$195K 0.01%
+10,084
565
$186K 0.01%
19,578
-600
566
$186K 0.01%
+10,162
567
$178K 0.01%
4,894
-279
568
$172K 0.01%
+1,087
569
$160K 0.01%
12,656
-601
570
$159K 0.01%
25,089
-5,219
571
$158K 0.01%
1,270
-87
572
$158K 0.01%
+12,967
573
$144K 0.01%
22,867
-2,107
574
$143K 0.01%
+10,005
575
$133K 0.01%
14,327
-450
21 22
23
24 25