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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.12M 0.01%
15,491
+196
677
$1.12M 0.01%
22,603
+7,834
678
$1.11M 0.01%
61,370
+3,426
679
$1.1M 0.01%
35,610
-21,170
680
$1.1M 0.01%
14,726
-6,983
681
$1.09M 0.01%
11,242
+3,484
682
$1.08M 0.01%
17,747
+12,917
683
$1.08M 0.01%
3,621
+679
684
$1.07M 0.01%
22,093
+3,353
685
$1.07M 0.01%
14,284
+2,115
686
$1.06M 0.01%
14,879
+2,399
687
$1.06M 0.01%
43,792
-50,590
688
$1.06M 0.01%
5,596
+38
689
$1.04M 0.01%
11,184
+1,314
690
$1.03M 0.01%
20,594
-6,953
691
$1.03M 0.01%
34,669
-1,935,711
692
$1.02M 0.01%
41,364
+1,860
693
$1.02M 0.01%
11,412
+2,163
694
$1.02M 0.01%
23,296
+168
695
$1.02M 0.01%
9,570
+1,760
696
$1.01M 0.01%
35,024
+14,122
697
$1.01M 0.01%
7,948
+202
698
$1.01M 0.01%
14,400
+945
699
$1.01M 0.01%
16,792
+1,535
700
$998K 0.01%
8,247
-834
26 27
28
29 30