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
676
$1.8M 0.01%
8,734
+1,785
677
$1.8M 0.01%
29,599
+6,856
678
$1.78M 0.01%
+22,418
679
$1.78M 0.01%
11,763
+2
680
$1.77M 0.01%
65,175
-3,563
681
$1.77M 0.01%
32,167
+418
682
$1.76M 0.01%
13,167
-12,319
683
$1.75M 0.01%
14,782
-6,790
684
$1.75M 0.01%
34,776
+10,243
685
$1.75M 0.01%
8,695
+4,383
686
$1.73M 0.01%
32,366
+6,242
687
$1.73M 0.01%
5,721
+4,854
688
$1.73M 0.01%
39,816
+2,838
689
$1.72M 0.01%
29,385
+3,811
690
$1.72M 0.01%
4,780
-83
691
$1.72M 0.01%
9,448
+333
692
$1.72M 0.01%
+81,489
693
$1.72M 0.01%
+52,326
694
$1.7M 0.01%
22,152
+756
695
$1.69M 0.01%
16,985
-44,952
696
$1.69M 0.01%
28,559
+4,761
697
$1.68M 0.01%
13,161
-6,233
698
$1.66M 0.01%
9,953
+2,106
699
$1.66M 0.01%
22,874
+2,211
700
$1.66M 0.01%
+67,185
26 27
28
29 30