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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.97M 0.02%
22,135
+596
652
$1.96M 0.02%
68,067
+120
653
$1.96M 0.02%
107,637
-6,235
654
$1.95M 0.02%
36,830
+23,915
655
$1.95M 0.02%
85,391
+5,120
656
$1.95M 0.02%
18,106
+2,734
657
$1.94M 0.02%
61,351
+25,654
658
$1.94M 0.02%
11,661
-1,740
659
$1.93M 0.02%
18,774
+7,376
660
$1.93M 0.02%
4,766
+2,553
661
$1.93M 0.02%
11,392
+941
662
$1.92M 0.02%
77,080
+28,333
663
$1.91M 0.02%
71,373
+32,651
664
$1.9M 0.02%
18,917
-131,477
665
$1.9M 0.02%
45,808
-26,650
666
$1.9M 0.02%
46,309
-3,660
667
$1.89M 0.02%
6,369
-5,532
668
$1.89M 0.02%
+31,166
669
$1.89M 0.02%
23,259
+2,571
670
$1.88M 0.02%
48,445
+6,632
671
$1.85M 0.02%
56,410
+1,001
672
$1.84M 0.02%
24,860
-10,368
673
$1.84M 0.02%
+12,486
674
$1.83M 0.02%
10,576
+633
675
$1.83M 0.02%
20,998
+32
25 26
27
28 29