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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.5M 0.02%
44,442
+1,707
577
$2.48M 0.02%
20,218
+2,220
578
$2.46M 0.02%
23,597
+3,681
579
$2.45M 0.02%
23,148
+2,541
580
$2.45M 0.02%
21,022
+2,074
581
$2.44M 0.02%
45,403
+38,948
582
$2.44M 0.02%
33,695
+8,365
583
$2.44M 0.02%
78,337
+31,800
584
$2.44M 0.02%
32,985
-321
585
$2.43M 0.02%
+64,239
586
$2.42M 0.02%
17,224
+5,969
587
$2.4M 0.02%
31,764
+3,546
588
$2.39M 0.02%
80,446
+5,163
589
$2.38M 0.02%
16,008
+1,668
590
$2.37M 0.02%
48,126
+3,003
591
$2.35M 0.02%
18,564
-9,558
592
$2.35M 0.02%
24,159
+60
593
$2.34M 0.02%
105,794
+52,140
594
$2.33M 0.02%
39,230
+3,955
595
$2.33M 0.02%
8,915
+3,716
596
$2.33M 0.02%
37,036
+8,705
597
$2.32M 0.02%
38,129
+1,033
598
$2.32M 0.02%
35,050
+1,564
599
$2.32M 0.02%
29,058
+13,866
600
$2.32M 0.02%
98,055
+28,525
22 23
24
25 26