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
601
$1.48M 0.01%
21,117
+493
602
$1.48M 0.01%
58,066
+16,044
603
$1.46M 0.01%
8,281
+76
604
$1.46M 0.01%
2,887
-3,598
605
$1.46M 0.01%
24,805
-1,486
606
$1.46M 0.01%
66,201
-2,977
607
$1.46M 0.01%
29,207
+5,982
608
$1.46M 0.01%
39,591
+4,749
609
$1.45M 0.01%
89,232
+16,445
610
$1.44M 0.01%
38,314
+5,705
611
$1.43M 0.01%
9,380
+2,015
612
$1.43M 0.01%
360
+48
613
$1.43M 0.01%
37,229
-1,528
614
$1.43M 0.01%
14,692
-538
615
$1.42M 0.01%
26,837
+19,253
616
$1.41M 0.01%
56,547
-3,059
617
$1.41M 0.01%
8,172
-681
618
$1.41M 0.01%
15,776
-955
619
$1.4M 0.01%
+40,000
620
$1.4M 0.01%
28,803
+14,386
621
$1.39M 0.01%
20,424
-762
622
$1.39M 0.01%
23,975
+1,504
623
$1.39M 0.01%
6,878
+741
624
$1.38M 0.01%
78,285
+23,251
625
$1.38M 0.01%
17,725
+11,938
23 24
25
26 27