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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.56M 0.01%
42,205
+1,833
727
$1.56M 0.01%
10,287
+323
728
$1.56M 0.01%
22,235
+3,932
729
$1.56M 0.01%
54,657
+402
730
$1.55M 0.01%
12,114
+1,580
731
$1.53M 0.01%
46,553
-2,649
732
$1.53M 0.01%
18,606
+15,950
733
$1.53M 0.01%
22,261
+291
734
$1.53M 0.01%
55,661
-1,069
735
$1.52M 0.01%
53,562
+12,652
736
$1.51M 0.01%
13,175
+2,985
737
$1.51M 0.01%
15,194
-794
738
$1.51M 0.01%
22,563
-23,453
739
$1.51M 0.01%
24,235
+15,328
740
$1.5M 0.01%
20,992
+2,664
741
$1.5M 0.01%
57,864
-1,235
742
$1.5M 0.01%
16,285
+3,841
743
$1.5M 0.01%
29,721
-32,015
744
$1.5M 0.01%
+46,395
745
$1.49M 0.01%
19,544
+141
746
$1.47M 0.01%
7,362
-15,232
747
$1.47M 0.01%
+34,670
748
$1.46M 0.01%
19,766
+13,118
749
$1.46M 0.01%
26,923
-25,609
750
$1.46M 0.01%
38,278
-2,886
28 29
30
31 32