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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$566K 0.02%
+8,777
552
$565K 0.02%
3,623
-6,697
553
$565K 0.02%
4,794
+2,376
554
$564K 0.02%
10,241
+2,515
555
$564K 0.02%
+12,152
556
$563K 0.02%
+4,961
557
$554K 0.02%
24,465
-132,824
558
$553K 0.02%
+22,854
559
$550K 0.02%
5,765
+3,182
560
$548K 0.02%
+11,131
561
$543K 0.02%
12,050
+7,271
562
$540K 0.02%
36,147
+24,438
563
$536K 0.02%
4,369
+1,662
564
$534K 0.02%
+6,616
565
$533K 0.02%
28,227
+3,183
566
$532K 0.02%
5,226
+1,430
567
$532K 0.02%
10,792
+4,110
568
$532K 0.02%
6,869
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569
$531K 0.02%
+12,413
570
$530K 0.02%
1,905
-300
571
$527K 0.02%
13,595
+3,038
572
$526K 0.02%
9,370
+1,393
573
$523K 0.02%
4,280
+453
574
$523K 0.02%
11,320
+1,453
575
$522K 0.02%
+39,468
21 22
23
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