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
51
$38.8M 0.39%
117,544
+31,003
52
$38.7M 0.39%
291,492
+37,912
53
$38.6M 0.39%
731,404
+11,665
54
$38.1M 0.38%
106,980
+17,455
55
$37.6M 0.38%
688,117
-35,785
56
$37.6M 0.38%
299,237
+171,436
57
$37.3M 0.38%
504,425
+44,799
58
$37.3M 0.38%
651,415
+645,217
59
$37.1M 0.37%
200,828
+13,302
60
$36.8M 0.37%
724,769
-21,090
61
$36.5M 0.37%
444,707
+68,893
62
$36M 0.36%
309,802
-50,380
63
$33.9M 0.34%
369,389
-152,053
64
$33.8M 0.34%
256,819
+22,472
65
$33.1M 0.33%
635,275
-498,110
66
$32.9M 0.33%
298,013
+267,411
67
$32.9M 0.33%
1,254,376
+129,522
68
$32.7M 0.33%
241,125
+18,944
69
$31.6M 0.32%
192,553
+10,656
70
$31.2M 0.32%
194,114
-214,212
71
$31.2M 0.31%
240,096
+111,792
72
$30.8M 0.31%
587,704
-65,689
73
$30.8M 0.31%
148,729
-57,975
74
$30.7M 0.31%
1,344,525
+132,203
75
$30.4M 0.31%
+1,186,924
1 2
3
4 5