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
701
$995K 0.01%
11,380
+1,784
702
$995K 0.01%
12,744
+5,083
703
$991K 0.01%
20,477
+15,709
704
$991K 0.01%
32,332
+1,788
705
$987K 0.01%
24,140
-2,720
706
$964K 0.01%
23,231
-156,374
707
$962K 0.01%
24,651
+9,027
708
$960K 0.01%
46,947
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709
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18,688
-9,827
710
$957K 0.01%
27,952
-829
711
$956K 0.01%
30,297
+1,601
712
$951K 0.01%
20,150
-9,427
713
$932K 0.01%
46,888
+4,003
714
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35,413
-1,504
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$927K 0.01%
22,379
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716
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8,418
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717
$927K 0.01%
8,130
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718
$924K 0.01%
19,752
+1,623
719
$915K 0.01%
1,162
+193
720
$914K 0.01%
28,808
+1,332
721
$912K 0.01%
26,793
-1,133,560
722
$907K 0.01%
+17,312
723
$906K 0.01%
19,978
+791
724
$899K 0.01%
15,806
725
$895K 0.01%
15,897
-1,470
27 28
29
30 31