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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$875K 0.01%
13,493
+455
752
$870K 0.01%
5,609
-167
753
$869K 0.01%
1,314
-104
754
$868K 0.01%
+11,830
755
$864K 0.01%
38,601
+20,573
756
$861K 0.01%
31,108
+712
757
$861K 0.01%
6,277
-544
758
$860K 0.01%
38,632
+6,016
759
$855K 0.01%
+40,781
760
$852K 0.01%
+48,484
761
$852K 0.01%
1,600
+38
762
$848K 0.01%
+21,129
763
$848K 0.01%
20,324
+2,042
764
$847K 0.01%
6,398
+146
765
$844K 0.01%
+26,479
766
$844K 0.01%
22,337
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767
$841K 0.01%
8,383
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768
$841K 0.01%
15,969
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769
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15,855
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770
$836K 0.01%
8,805
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771
$835K 0.01%
5,952
+180
772
$834K 0.01%
+8,718
773
$831K 0.01%
10,565
+153
774
$831K 0.01%
18,846
-1,119
775
$828K 0.01%
12,848
+852
29 30
31
32 33