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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.86M 0.02%
56,685
+3,480
677
$3.85M 0.02%
17,915
-14,628
678
$3.84M 0.02%
16,392
+788
679
$3.84M 0.02%
59,710
+32,391
680
$3.79M 0.02%
30,419
+1,918
681
$3.79M 0.02%
26,568
-77,157
682
$3.78M 0.02%
41,234
-14,217
683
$3.76M 0.02%
+158,362
684
$3.76M 0.02%
69,030
+27,456
685
$3.74M 0.02%
122,543
+3,451
686
$3.73M 0.02%
20,030
+8,587
687
$3.72M 0.02%
16,780
+684
688
$3.71M 0.02%
177,979
+147,133
689
$3.71M 0.02%
46,244
-6,893
690
$3.69M 0.02%
93,190
-11,159
691
$3.68M 0.02%
70,204
+28,156
692
$3.66M 0.02%
+76,974
693
$3.66M 0.02%
27,548
+16,766
694
$3.64M 0.02%
19,800
-36,138
695
$3.63M 0.02%
140,100
-12,033
696
$3.62M 0.02%
16,619
+3,032
697
$3.62M 0.02%
143,765
+48,236
698
$3.62M 0.02%
71,358
+38,981
699
$3.61M 0.02%
14,168
+178
700
$3.61M 0.02%
24,477
+17,758
26 27
28
29 30