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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.46M 0.02%
74,511
+1,440
677
$2.45M 0.02%
+26,154
678
$2.45M 0.02%
101,037
+59,298
679
$2.44M 0.02%
9,458
-2,503
680
$2.44M 0.02%
112,832
-17,136
681
$2.4M 0.02%
19,966
-13,450
682
$2.39M 0.02%
23,588
-2,894
683
$2.39M 0.02%
20,835
-5,041
684
$2.39M 0.02%
56,265
-5,221
685
$2.36M 0.02%
13,558
+6,117
686
$2.35M 0.02%
130,840
+4,309
687
$2.34M 0.02%
51,719
+9,024
688
$2.33M 0.02%
26,622
-2,920
689
$2.33M 0.02%
38,930
+80
690
$2.29M 0.02%
6,447
-141
691
$2.29M 0.02%
30,221
-22,352
692
$2.28M 0.02%
23,268
+9,278
693
$2.27M 0.02%
50,651
+3,023
694
$2.27M 0.02%
122,926
+91,074
695
$2.27M 0.02%
223,924
+7,771
696
$2.26M 0.02%
49,945
697
$2.26M 0.02%
180,078
-21,067
698
$2.26M 0.02%
49,397
-3,931
699
$2.26M 0.02%
29,709
-6,435
700
$2.26M 0.02%
71,106
+6,292
26 27
28
29 30