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
726
$1.13M 0.01%
20,062
-4,738
727
$1.12M 0.01%
25,091
+870
728
$1.12M 0.01%
13,766
-388,154
729
$1.12M 0.01%
44,902
-5,945
730
$1.12M 0.01%
18,230
+5,733
731
$1.12M 0.01%
55,088
+24,927
732
$1.12M 0.01%
59,326
-5,542
733
$1.11M 0.01%
20,098
+8,183
734
$1.1M 0.01%
4,482
+507
735
$1.1M 0.01%
2,270
-631
736
$1.09M 0.01%
23,644
+17,875
737
$1.09M 0.01%
36,817
-3,308
738
$1.08M 0.01%
33,511
+7,032
739
$1.08M 0.01%
39,304
-2,377
740
$1.08M 0.01%
14,558
+1,710
741
$1.08M 0.01%
10,202
-3,120
742
$1.08M 0.01%
11,729
-6,287
743
$1.07M 0.01%
19,268
+10,982
744
$1.07M 0.01%
27,947
-18,478
745
$1.06M 0.01%
20,320
+1,412
746
$1.06M 0.01%
7,460
+5,023
747
$1.05M 0.01%
13,134
-1,970
748
$1.04M 0.01%
3,903
-324
749
$1.04M 0.01%
3,499
-580
750
$1.04M 0.01%
13,578
+6,473
28 29
30
31 32