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
726
$895K 0.01%
+36,245
727
$893K 0.01%
+45,717
728
$886K 0.01%
9,563
+2,712
729
$886K 0.01%
9,402
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3,467
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731
$884K 0.01%
5,741
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$882K 0.01%
3,065
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117,643
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12,106
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2,042
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738
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12,768
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739
$864K 0.01%
2,881
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35,193
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745
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17,308
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$837K 0.01%
3,351
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747
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748
$831K 0.01%
20,490
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749
$829K 0.01%
10,115
-1,544
750
$827K 0.01%
3,490
+862
28 29
30
31 32