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
551
$1.63M 0.02%
34,995
+15,296
552
$1.63M 0.02%
46,425
-5,690
553
$1.62M 0.02%
127,304
-82,847
554
$1.62M 0.02%
3,586
+61
555
$1.61M 0.02%
9,755
-1,660
556
$1.61M 0.02%
27,198
-18,072
557
$1.61M 0.02%
24,141
-2,329
558
$1.61M 0.02%
22,046
-10,916
559
$1.61M 0.02%
52,528
+6,584
560
$1.6M 0.02%
22,632
+5,323
561
$1.6M 0.02%
130,071
+13,857
562
$1.6M 0.02%
10,548
-30
563
$1.59M 0.02%
44,323
+768
564
$1.59M 0.02%
12,195
-1,943
565
$1.58M 0.02%
+84,409
566
$1.58M 0.02%
46,541
+7,988
567
$1.57M 0.02%
66,502
-9,649
568
$1.57M 0.02%
22,175
+2,140
569
$1.57M 0.02%
28,118
+4,718
570
$1.56M 0.02%
31,402
+19,405
571
$1.56M 0.02%
15,572
-2,361
572
$1.56M 0.02%
8,893
-5,498
573
$1.55M 0.02%
20,756
-6,607
574
$1.55M 0.02%
22,406
+2,738
575
$1.55M 0.02%
4,079
-1,275
21 22
23
24 25