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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.58M 0.01%
49,202
+7,598
702
$1.58M 0.01%
26,463
-18,009
703
$1.57M 0.01%
18,303
-3,153
704
$1.57M 0.01%
59,099
+24,359
705
$1.57M 0.01%
56,730
-5,296
706
$1.57M 0.01%
9,858
+3,757
707
$1.56M 0.01%
36,978
+834
708
$1.56M 0.01%
32,724
-146
709
$1.56M 0.01%
40,372
-4,814
710
$1.56M 0.01%
48,034
+949
711
$1.56M 0.01%
39,126
+24,950
712
$1.55M 0.01%
41,164
+1,032
713
$1.55M 0.01%
6,949
-1,119
714
$1.54M 0.01%
10,321
+353
715
$1.53M 0.01%
7,847
-1,196
716
$1.53M 0.01%
9,943
-102
717
$1.5M 0.01%
26,124
+10,319
718
$1.5M 0.01%
140,624
+16,814
719
$1.49M 0.01%
25,574
+5,254
720
$1.48M 0.01%
20,663
+1,267
721
$1.48M 0.01%
43,274
+16,640
722
$1.47M 0.01%
7,982
+364
723
$1.46M 0.01%
46,537
+14,910
724
$1.45M 0.01%
8,878
-2,923
725
$1.45M 0.01%
23,798
+9,748
27 28
29
30 31