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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.66M 0.02%
99,670
+30,343
552
$2.65M 0.02%
+98,168
553
$2.65M 0.02%
+74,834
554
$2.64M 0.02%
26,180
+5,586
555
$2.63M 0.02%
47,120
+11,405
556
$2.6M 0.02%
75,492
-12,236
557
$2.6M 0.02%
20,966
+959
558
$2.59M 0.02%
52,098
+23,591
559
$2.59M 0.02%
61,551
-1,447
560
$2.57M 0.02%
35,685
+1,347
561
$2.56M 0.02%
44,313
+20,244
562
$2.54M 0.02%
21,572
-4,461
563
$2.53M 0.02%
23,018
+2,205
564
$2.5M 0.02%
39,986
+8,812
565
$2.5M 0.02%
50,656
+18,812
566
$2.49M 0.02%
10,480
+1,169
567
$2.46M 0.02%
11,546
+9,416
568
$2.45M 0.02%
40,965
-24,032
569
$2.45M 0.02%
69,538
+24,191
570
$2.45M 0.02%
42,688
+14,475
571
$2.44M 0.02%
126,759
+70,799
572
$2.43M 0.02%
18,648
+12,524
573
$2.43M 0.02%
+42,735
574
$2.43M 0.02%
4,349
+601
575
$2.43M 0.02%
40,087
-22,561
21 22
23
24 25