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
676
$1.37M 0.01%
+28,213
677
$1.37M 0.01%
179,734
+23,986
678
$1.36M 0.01%
45,783
+5,804
679
$1.36M 0.01%
+7,133
680
$1.36M 0.01%
41,604
-2,183
681
$1.35M 0.01%
14,370
+40
682
$1.35M 0.01%
47,689
+30,063
683
$1.34M 0.01%
36,144
-4,096
684
$1.34M 0.01%
64,675
-9,142
685
$1.33M 0.01%
37,158
+11,429
686
$1.33M 0.01%
29,130
+5,214
687
$1.32M 0.01%
4,257
+2,324
688
$1.31M 0.01%
9,578
+256
689
$1.3M 0.01%
+75,097
690
$1.3M 0.01%
25,584
+1,126
691
$1.3M 0.01%
15,848
-1,764
692
$1.3M 0.01%
8,640
+5,992
693
$1.29M 0.01%
10,045
-136
694
$1.27M 0.01%
37,040
-1,659
695
$1.27M 0.01%
28,507
-34,515
696
$1.27M 0.01%
5,517
-679
697
$1.27M 0.01%
35,241
-36,526
698
$1.27M 0.01%
23,236
+4,676
699
$1.26M 0.01%
20,264
-5,567
700
$1.24M 0.01%
7,618
-1,275
26 27
28
29 30