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
626
$1.6M 0.02%
+20,162
627
$1.6M 0.02%
34,985
+3,699
628
$1.59M 0.02%
+36,956
629
$1.59M 0.02%
11,303
+1,354
630
$1.59M 0.02%
13,851
+310
631
$1.59M 0.02%
26,448
-5,496
632
$1.59M 0.02%
10,549
+1
633
$1.59M 0.02%
13,234
+1,660
634
$1.58M 0.02%
17,578
+7,013
635
$1.57M 0.02%
33,622
+16,133
636
$1.57M 0.02%
+27,497
637
$1.57M 0.02%
4,859
-1,150
638
$1.56M 0.02%
11,801
+1,979
639
$1.56M 0.02%
46,260
+3,855
640
$1.56M 0.02%
8,498
+835
641
$1.56M 0.02%
45,347
-1,606
642
$1.55M 0.02%
20,714
+8,440
643
$1.52M 0.02%
47,085
-584
644
$1.52M 0.02%
21,577
+194
645
$1.51M 0.02%
32,870
+830
646
$1.51M 0.02%
6,906
-31
647
$1.51M 0.02%
33,263
+2,277
648
$1.51M 0.02%
75,948
-5,192
649
$1.5M 0.02%
5,383
-1,612
650
$1.5M 0.02%
9,968
+182
24 25
26
27 28