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
576
$1.64M 0.02%
25,482
+1,130
577
$1.64M 0.02%
87,506
+10,512
578
$1.64M 0.02%
11,233
+1,176
579
$1.64M 0.02%
+9,544
580
$1.62M 0.02%
18,857
+2,566
581
$1.61M 0.02%
18,006
+6,611
582
$1.61M 0.02%
67,320
+7,094
583
$1.6M 0.02%
44,012
+1,773
584
$1.6M 0.02%
27,523
+3,448
585
$1.58M 0.02%
79,516
-5,444
586
$1.57M 0.02%
26,383
+12,413
587
$1.57M 0.02%
47,891
-96,117
588
$1.56M 0.02%
23,312
-19
589
$1.55M 0.02%
45,435
-8,958
590
$1.54M 0.02%
102,385
-220,685
591
$1.54M 0.02%
37,400
+3,581
592
$1.52M 0.02%
7,571
+873
593
$1.52M 0.02%
5,225
+94
594
$1.51M 0.02%
8,663
+1,279
595
$1.51M 0.02%
69,293
+10,114
596
$1.5M 0.02%
45,052
+3,774
597
$1.49M 0.01%
52,547
+23,241
598
$1.49M 0.01%
13,043
-252
599
$1.49M 0.01%
46,261
-2,528,248
600
$1.48M 0.01%
39,144
-147,781
22 23
24
25 26