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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.66M 0.01%
6,475
-1,135
702
$1.66M 0.01%
+3,856
703
$1.66M 0.01%
15,447
+2,696
704
$1.65M 0.01%
9,959
-279
705
$1.64M 0.01%
9,245
+5,872
706
$1.64M 0.01%
23,424
-56
707
$1.64M 0.01%
18,794
-1,338
708
$1.63M 0.01%
29,235
+6,274
709
$1.62M 0.01%
8,634
-3,141
710
$1.62M 0.01%
14,797
-58
711
$1.61M 0.01%
10,609
+288
712
$1.61M 0.01%
40,198
-593
713
$1.61M 0.01%
+19,983
714
$1.61M 0.01%
44,456
-59,964
715
$1.61M 0.01%
19,135
+1,082
716
$1.6M 0.01%
41,595
+30,135
717
$1.6M 0.01%
45,344
+355
718
$1.59M 0.01%
43,566
+11,305
719
$1.59M 0.01%
9,833
-754
720
$1.59M 0.01%
20,450
-1,132
721
$1.58M 0.01%
33,017
+5,700
722
$1.57M 0.01%
43,250
+21,700
723
$1.57M 0.01%
70,758
-3,900
724
$1.56M 0.01%
9,315
+437
725
$1.56M 0.01%
+63,221
27 28
29
30 31