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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.23M 0.01%
+91,803
702
$1.23M 0.01%
7,057
+780
703
$1.22M 0.01%
13,913
+4,224
704
$1.22M 0.01%
16,090
+860
705
$1.22M 0.01%
44,262
-6,054
706
$1.22M 0.01%
17,611
+434
707
$1.22M 0.01%
50,838
+6,086
708
$1.22M 0.01%
14,917
+3,828
709
$1.22M 0.01%
30,982
+2,212
710
$1.21M 0.01%
19,140
-448,548
711
$1.2M 0.01%
14,238
+499
712
$1.2M 0.01%
44,493
+6,627
713
$1.2M 0.01%
+26,023
714
$1.2M 0.01%
23,696
-55,832
715
$1.2M 0.01%
17,713
-706
716
$1.2M 0.01%
22,339
+5,113
717
$1.19M 0.01%
21,734
-2,562
718
$1.17M 0.01%
14,409
+309
719
$1.17M 0.01%
+52,635
720
$1.17M 0.01%
+12,642
721
$1.16M 0.01%
14,230
+2,649
722
$1.16M 0.01%
12,338
-2,098
723
$1.16M 0.01%
48,838
+2,088
724
$1.13M 0.01%
3,065
-521
725
$1.13M 0.01%
23,018
-2,054
27 28
29
30 31