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
651
$1.24M 0.01%
23,218
+1,500
652
$1.23M 0.01%
42,297
+16,751
653
$1.23M 0.01%
25,080
-227
654
$1.23M 0.01%
36,301
-829
655
$1.22M 0.01%
21,554
+9,490
656
$1.21M 0.01%
26,365
+1,081
657
$1.21M 0.01%
5,081
+1,935
658
$1.19M 0.01%
+56,052
659
$1.18M 0.01%
32,038
+23,822
660
$1.17M 0.01%
40,791
+2,080
661
$1.17M 0.01%
4,682
-17,907
662
$1.17M 0.01%
57,250
+19,152
663
$1.17M 0.01%
17,524
-712
664
$1.17M 0.01%
19,580
-5,319
665
$1.16M 0.01%
3,414
+1,722
666
$1.15M 0.01%
+37,039
667
$1.15M 0.01%
9,942
-439
668
$1.15M 0.01%
11,727
-375
669
$1.15M 0.01%
21,484
+4,178
670
$1.14M 0.01%
10,696
-7
671
$1.14M 0.01%
20,190
+223
672
$1.13M 0.01%
44,264
+22,236
673
$1.13M 0.01%
52,686
+3,390
674
$1.13M 0.01%
27,766
-1,042
675
$1.12M 0.01%
28,784
-2,334
25 26
27
28 29