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
676
$1.77M 0.02%
4,863
+4
677
$1.75M 0.02%
41,813
+8,191
678
$1.73M 0.02%
10,587
+38
679
$1.73M 0.02%
32,860
-21,907
680
$1.71M 0.01%
19,018
+15,469
681
$1.7M 0.01%
32,261
+684
682
$1.7M 0.01%
53,175
-435
683
$1.68M 0.01%
69,530
-631
684
$1.66M 0.01%
15,372
+96
685
$1.66M 0.01%
11,761
+109
686
$1.65M 0.01%
19,403
+3,555
687
$1.64M 0.01%
40,791
+6,207
688
$1.63M 0.01%
44,989
+7,831
689
$1.63M 0.01%
38,175
-33,156
690
$1.63M 0.01%
18,053
+2,288
691
$1.63M 0.01%
30,261
+17,158
692
$1.63M 0.01%
17,990
-15,343
693
$1.62M 0.01%
21,582
+5
694
$1.62M 0.01%
11,255
+322
695
$1.61M 0.01%
10,451
+7,452
696
$1.61M 0.01%
54,255
-1,736
697
$1.6M 0.01%
21,396
+3,614
698
$1.6M 0.01%
15,988
-13,705
699
$1.6M 0.01%
24,257
-151
700
$1.59M 0.01%
9,115
+461
26 27
28
29 30