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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.92M 0.02%
31,577
-1,623
577
$1.91M 0.02%
50,675
+6,352
578
$1.9M 0.02%
16,724
+3,293
579
$1.89M 0.02%
70,161
+31,560
580
$1.89M 0.02%
79,292
+14,358
581
$1.88M 0.02%
+31,393
582
$1.88M 0.02%
13,361
+6,524
583
$1.88M 0.02%
2,763
-315
584
$1.87M 0.02%
+20,813
585
$1.87M 0.02%
51,253
-8,203
586
$1.86M 0.02%
6,383
+1,400
587
$1.86M 0.02%
56,738
+24,637
588
$1.85M 0.02%
30,432
+7,178
589
$1.84M 0.02%
57,108
+19,969
590
$1.82M 0.02%
129,979
-92
591
$1.81M 0.02%
22,224
+9,806
592
$1.81M 0.02%
15,350
-774
593
$1.81M 0.02%
21,108
+352
594
$1.8M 0.02%
13,410
-2,270
595
$1.79M 0.02%
6,914
+1,492
596
$1.79M 0.02%
62,365
+261
597
$1.79M 0.02%
23,056
+17,974
598
$1.79M 0.02%
8,068
-4,813
599
$1.78M 0.02%
11,310
+1,555
600
$1.78M 0.02%
22,910
-2,419
22 23
24
25 26