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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.22M 0.01%
8,236
-5,716
652
$1.21M 0.01%
6,937
+427
653
$1.21M 0.01%
13,739
+1,355
654
$1.21M 0.01%
7,663
-1,845
655
$1.2M 0.01%
21,383
+103
656
$1.2M 0.01%
+30,986
657
$1.2M 0.01%
24,800
+979
658
$1.2M 0.01%
55,268
-891
659
$1.19M 0.01%
73,817
-5,187
660
$1.19M 0.01%
17,177
-4,044
661
$1.19M 0.01%
40,240
-2,339
662
$1.18M 0.01%
+43,787
663
$1.18M 0.01%
33,909
-271
664
$1.17M 0.01%
+41,319
665
$1.17M 0.01%
64,868
-7,832
666
$1.16M 0.01%
+9,709
667
$1.16M 0.01%
+39,979
668
$1.16M 0.01%
26,631
-5,046
669
$1.15M 0.01%
41,681
-2,164
670
$1.15M 0.01%
9,524
+62
671
$1.14M 0.01%
37,139
+2,361
672
$1.14M 0.01%
+65,360
673
$1.14M 0.01%
9,822
+894
674
$1.14M 0.01%
+52,271
675
$1.12M 0.01%
22,221
-40,527
25 26
27
28 29