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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.89M 0.02%
49,546
+3,282
652
$1.89M 0.02%
20,132
-60
653
$1.88M 0.02%
95,732
+16,440
654
$1.87M 0.02%
67,947
-378,119
655
$1.86M 0.02%
19,264
+16,483
656
$1.85M 0.02%
20,108
-7,907
657
$1.85M 0.02%
12,070
+9,461
658
$1.84M 0.02%
24,418
-39,314
659
$1.84M 0.02%
10,238
-5,283
660
$1.84M 0.02%
18,948
+6,425
661
$1.84M 0.02%
55,409
-1,329
662
$1.84M 0.02%
21,539
+431
663
$1.84M 0.02%
28,393
-3,000
664
$1.83M 0.02%
28,331
+13,550
665
$1.83M 0.02%
+72,845
666
$1.83M 0.02%
48,465
+2,205
667
$1.83M 0.02%
20,688
+10,484
668
$1.81M 0.02%
27,568
+24,369
669
$1.8M 0.02%
11,437
+1,068
670
$1.8M 0.02%
35,869
+12,633
671
$1.79M 0.02%
31,749
+4,762
672
$1.78M 0.02%
29,875
-621,540
673
$1.78M 0.02%
23,480
-341
674
$1.77M 0.02%
33,803
+28,989
675
$1.77M 0.02%
5,772
+1,290
25 26
27
28 29