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
51
$44.3M 0.44%
439,983
+82,115
52
$43.9M 0.44%
255,671
+53,590
53
$43.2M 0.43%
815,110
+51,760
54
$43M 0.43%
1,291,188
+1,275,601
55
$42.4M 0.42%
839,359
+23,197
56
$40.7M 0.41%
855,666
+156,257
57
$40.6M 0.41%
501,030
+10,155
58
$39.7M 0.4%
874,270
+23,232
59
$38.8M 0.39%
150,790
+1,628
60
$37M 0.37%
1,023,456
+119,768
61
$36.3M 0.36%
722,047
+42,266
62
$35.8M 0.36%
1,875,722
+273,369
63
$35.3M 0.35%
1,230,890
+256,984
64
$34.8M 0.35%
1,543,447
+336,864
65
$34.4M 0.34%
284,573
+3,583
66
$34.3M 0.34%
832,801
+38,449
67
$34.1M 0.34%
319,623
+34,118
68
$33.7M 0.34%
910,867
+885,812
69
$33.6M 0.34%
76,226
+16,791
70
$33.3M 0.33%
164,329
+1,489
71
$32.1M 0.32%
198,157
+46,595
72
$31.6M 0.32%
675,952
+8,514
73
$31.2M 0.31%
765,191
+126,997
74
$30.8M 0.31%
380,226
+174,307
75
$30.6M 0.31%
1,430,475
-188,150
1 2
3
4 5