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
651
$1.49M 0.02%
81,036
+1,661
652
$1.49M 0.02%
26,987
+1,145
653
$1.48M 0.02%
24,217
+3,284
654
$1.48M 0.02%
21,710
-465
655
$1.48M 0.01%
24,087
-2,215
656
$1.48M 0.01%
47,228
+20,709
657
$1.47M 0.01%
40,132
-58,901
658
$1.46M 0.01%
+15,812
659
$1.45M 0.01%
19,396
-5,249
660
$1.44M 0.01%
17,993
+2
661
$1.44M 0.01%
31,844
-7
662
$1.44M 0.01%
55,991
+723
663
$1.43M 0.01%
8,654
+279
664
$1.43M 0.01%
10,369
-1,826
665
$1.43M 0.01%
14,720
-852
666
$1.42M 0.01%
10,933
+1,409
667
$1.42M 0.01%
11,652
+7,810
668
$1.41M 0.01%
10,276
+3,386
669
$1.41M 0.01%
24,069
-34,518
670
$1.41M 0.01%
28,608
+3,489
671
$1.41M 0.01%
15,765
-288
672
$1.4M 0.01%
57,763
+36,323
673
$1.4M 0.01%
23,200
-1,247
674
$1.38M 0.01%
34,584
+1,899
675
$1.38M 0.01%
17,782
-4,624
25 26
27
28 29