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
601
$1.77M 0.02%
3,748
+3,044
602
$1.77M 0.02%
12,516
-6,777
603
$1.77M 0.02%
37,365
+6,802
604
$1.76M 0.02%
104,382
-22,922
605
$1.75M 0.02%
21,456
-4,577
606
$1.75M 0.02%
69,327
+3,967
607
$1.74M 0.02%
51,610
+19,264
608
$1.73M 0.02%
25,435
-2,683
609
$1.71M 0.02%
32,961
+12,837
610
$1.71M 0.02%
23,821
-754
611
$1.7M 0.02%
21,197
+11,929
612
$1.69M 0.02%
12,318
-5,142
613
$1.68M 0.02%
46,264
+23,936
614
$1.68M 0.02%
30,328
-4,667
615
$1.67M 0.02%
+53,610
616
$1.65M 0.02%
9,043
-2,940
617
$1.65M 0.02%
15,276
+2,661
618
$1.63M 0.02%
15,830
+973
619
$1.63M 0.02%
31,317
+4,686
620
$1.63M 0.02%
62,026
-4,476
621
$1.63M 0.02%
28,730
-1,664
622
$1.62M 0.02%
24,408
+267
623
$1.62M 0.02%
96,635
+3,239
624
$1.62M 0.02%
12,256
+2,547
625
$1.61M 0.02%
50,214
+4,971
23 24
25
26 27