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
751
$1.03M 0.01%
61,775
+3,782
752
$1.02M 0.01%
+20,492
753
$1.02M 0.01%
13,118
+531
754
$1.02M 0.01%
3,109
+114
755
$1.01M 0.01%
46,391
-11,577
756
$1.01M 0.01%
+22,961
757
$1.01M 0.01%
7,825
+5,764
758
$1.01M 0.01%
13,206
-3,457
759
$1M 0.01%
10,967
+1,137
760
$1M 0.01%
39,976
+10,985
761
$999K 0.01%
4,593
-70
762
$999K 0.01%
35,180
+4,072
763
$998K 0.01%
18,126
+3,486
764
$994K 0.01%
8,898
+665
765
$993K 0.01%
5,405
-204
766
$993K 0.01%
7,557
-432
767
$992K 0.01%
+34,422
768
$986K 0.01%
7,528
-1,479
769
$985K 0.01%
3,193
+96
770
$985K 0.01%
14,388
+4,679
771
$983K 0.01%
21,673
+11,328
772
$980K 0.01%
8,108
+5,698
773
$977K 0.01%
25,223
-1,725
774
$976K 0.01%
11,780
+990
775
$975K 0.01%
34,300
+18,300
29 30
31
32 33