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
576
$2.42M 0.02%
12,987
+1,677
577
$2.42M 0.02%
75,283
+25,069
578
$2.38M 0.02%
72,133
+15,025
579
$2.38M 0.02%
64,186
+43,692
580
$2.38M 0.02%
22,944
-6,718
581
$2.37M 0.02%
26,020
+2,298
582
$2.37M 0.02%
20,607
+6,756
583
$2.36M 0.02%
39,998
+15,781
584
$2.36M 0.02%
72,282
+27,789
585
$2.36M 0.02%
21,422
+1,724
586
$2.35M 0.02%
37,096
+6,664
587
$2.33M 0.02%
49,945
588
$2.32M 0.02%
33,486
+8,051
589
$2.31M 0.02%
88,008
-48,490
590
$2.31M 0.02%
11,775
+9,221
591
$2.31M 0.02%
78,597
+34,335
592
$2.31M 0.02%
33,912
+27,169
593
$2.29M 0.02%
76,013
+7,137
594
$2.29M 0.02%
11,929
-954
595
$2.28M 0.02%
32,315
-544
596
$2.28M 0.02%
26,602
+2,296
597
$2.27M 0.02%
18,608
+3,258
598
$2.27M 0.02%
+98,345
599
$2.27M 0.02%
45,123
+1,451
600
$2.26M 0.02%
+26,639
22 23
24
25 26