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
551
$1.75M 0.02%
71,025
+4,833
552
$1.75M 0.02%
14,863
+1,217
553
$1.73M 0.02%
26,142
+7,602
554
$1.73M 0.02%
34,648
+128
555
$1.73M 0.02%
3,638
+1,477
556
$1.72M 0.02%
8,007
+990
557
$1.71M 0.02%
67,081
+8,468
558
$1.7M 0.02%
27,219
+14,887
559
$1.7M 0.02%
3,822
+752
560
$1.69M 0.02%
41,400
+35,105
561
$1.69M 0.02%
19,260
+2,303
562
$1.68M 0.02%
80,063
+10,780
563
$1.68M 0.02%
14,090
-2,049
564
$1.68M 0.02%
40,436
-6,319
565
$1.68M 0.02%
43,584
-484
566
$1.67M 0.02%
22,343
+3,045
567
$1.67M 0.02%
10,742
+2,983
568
$1.67M 0.02%
1,632
+237
569
$1.66M 0.02%
3,456
+620
570
$1.66M 0.02%
12,636
+7,435
571
$1.66M 0.02%
+62,998
572
$1.66M 0.02%
8,412
-3,887
573
$1.65M 0.02%
33,287
+3,083
574
$1.64M 0.02%
64,451
+10,276
575
$1.64M 0.02%
36,678
-132
21 22
23
24 25