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
676
$1.12M 0.01%
20,124
+4,448
677
$1.12M 0.01%
47,554
-13,531
678
$1.12M 0.01%
32,040
+948
679
$1.11M 0.01%
2,901
+68
680
$1.11M 0.01%
25,119
+5,742
681
$1.11M 0.01%
16,053
-5,609
682
$1.11M 0.01%
23,916
+4,902
683
$1.1M 0.01%
8,375
-160
684
$1.1M 0.01%
14,100
+318
685
$1.09M 0.01%
7,989
-1,681
686
$1.08M 0.01%
71,598
+5,748
687
$1.08M 0.01%
3,975
-8,418
688
$1.08M 0.01%
7,075
-3,569
689
$1.07M 0.01%
155,748
-36,336
690
$1.07M 0.01%
25,072
-6,358
691
$1.07M 0.01%
10,775
+2,024
692
$1.06M 0.01%
20,520
+1,876
693
$1.06M 0.01%
31,309
+5,526
694
$1.06M 0.01%
12,418
+1,928
695
$1.06M 0.01%
15,230
-180
696
$1.05M 0.01%
37,093
+22,928
697
$1.04M 0.01%
14,330
-691
698
$1.04M 0.01%
25,719
-1,622
699
$1.04M 0.01%
6,890
+802
700
$1.03M 0.01%
23,546
+1,093
26 27
28
29 30