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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.43M 0.01%
+45,935
727
$1.42M 0.01%
12,751
+2,549
728
$1.42M 0.01%
33,176
+8,328
729
$1.39M 0.01%
6,792
-1,706
730
$1.39M 0.01%
14,855
-957
731
$1.38M 0.01%
13,567
+1,838
732
$1.38M 0.01%
21,970
+1,706
733
$1.38M 0.01%
10,534
+6,242
734
$1.38M 0.01%
19,219
+1,506
735
$1.37M 0.01%
19,919
+779
736
$1.36M 0.01%
9,964
+386
737
$1.36M 0.01%
22,743
-457
738
$1.36M 0.01%
+2,883
739
$1.36M 0.01%
45,232
+8,415
740
$1.34M 0.01%
26,578
+1,487
741
$1.34M 0.01%
3,031
-9,114
742
$1.34M 0.01%
18,328
+717
743
$1.33M 0.01%
4,584
+1,085
744
$1.33M 0.01%
21,694
+1,596
745
$1.33M 0.01%
35,525
+28,019
746
$1.33M 0.01%
26,743
+720
747
$1.33M 0.01%
8,236
-2,040
748
$1.31M 0.01%
76,946
+60,118
749
$1.3M 0.01%
16,578
+3,000
750
$1.3M 0.01%
18,864
-1,198
28 29
30
31 32