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
626
$1.38M 0.01%
5,523
+2,017
627
$1.37M 0.01%
7,528
+490
628
$1.36M 0.01%
29,805
+20,042
629
$1.36M 0.01%
9,156
+2,860
630
$1.35M 0.01%
31,216
-1,785
631
$1.35M 0.01%
27,804
+863
632
$1.35M 0.01%
+30,353
633
$1.35M 0.01%
+127,317
634
$1.34M 0.01%
4,033
+975
635
$1.33M 0.01%
31,847
+1,668
636
$1.32M 0.01%
40,367
+6,964
637
$1.31M 0.01%
35,596
-4,164
638
$1.31M 0.01%
17,030
-152
639
$1.31M 0.01%
3,507
+2,599
640
$1.31M 0.01%
25,567
+16,299
641
$1.31M 0.01%
7,345
+3,015
642
$1.3M 0.01%
8,910
+2,480
643
$1.29M 0.01%
17,895
+837
644
$1.29M 0.01%
12,255
+2,061
645
$1.26M 0.01%
3,812
+252
646
$1.26M 0.01%
24,458
+3,158
647
$1.26M 0.01%
32,773
-1,697
648
$1.25M 0.01%
10,119
+5,072
649
$1.25M 0.01%
16,261
+2,582
650
$1.25M 0.01%
7,834
+2,611
24 25
26
27 28