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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M

Sector Composition

1 Technology 6.08%
2 Financials 3.94%
3 Healthcare 3.06%
4 Consumer Discretionary 3.03%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$321K 0.01%
+13,126
727
$320K 0.01%
7,122
+11
728
$319K 0.01%
+21,390
729
$317K 0.01%
+3,557
730
$316K 0.01%
3,700
+167
731
$315K 0.01%
5,756
+1,751
732
$314K 0.01%
22,839
733
$313K 0.01%
+4,907
734
$312K 0.01%
+2,627
735
$311K 0.01%
+1,909
736
$310K 0.01%
1,125
+15
737
$310K 0.01%
+4,940
738
$310K 0.01%
6,228
+359
739
$309K 0.01%
+10,184
740
$309K 0.01%
+51,160
741
$309K 0.01%
1,136
+332
742
$308K 0.01%
+6,804
743
$308K 0.01%
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744
$307K 0.01%
6,195
-8,488
745
$306K 0.01%
+7,559
746
$306K 0.01%
7,975
-970
747
$305K 0.01%
+7,617
748
$305K 0.01%
5,072
+968
749
$304K 0.01%
25,864
+12,356
750
$301K 0.01%
+1,435
28 29
30
31 32