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
576
$1.54M 0.02%
18,016
+14,942
577
$1.52M 0.02%
4,227
-1,032
578
$1.51M 0.02%
38,699
+581
579
$1.51M 0.02%
37,845
+7,362
580
$1.5M 0.02%
13,431
+2,399
581
$1.5M 0.02%
46,953
+4,291
582
$1.5M 0.02%
46,503
+3,767
583
$1.47M 0.02%
27,217
+21,795
584
$1.47M 0.02%
27,666
+3,118
585
$1.46M 0.02%
66,652
+2,436
586
$1.46M 0.02%
12,441
-1,565
587
$1.46M 0.02%
25,842
+3,519
588
$1.46M 0.02%
10,181
+1,991
589
$1.46M 0.02%
93,396
-7,544
590
$1.45M 0.02%
43,122
-9,634
591
$1.43M 0.02%
24,447
-645
592
$1.43M 0.02%
46,484
-1,017
593
$1.42M 0.02%
11,574
+1,246
594
$1.42M 0.02%
47,669
-700
595
$1.42M 0.02%
+50,033
596
$1.42M 0.02%
9,432
+84
597
$1.41M 0.02%
34,812
+15,303
598
$1.41M 0.02%
26,488
+1,167
599
$1.39M 0.02%
9,949
-1,483
600
$1.39M 0.02%
15,374
+319
22 23
24
25 26