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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.97M 0.01%
39,264
-14,938
752
$1.97M 0.01%
34,240
-4,210
753
$1.97M 0.01%
20,859
-9,581
754
$1.97M 0.01%
34,593
-2,962
755
$1.97M 0.01%
99,192
-137,873
756
$1.97M 0.01%
9,352
+1,715
757
$1.97M 0.01%
45,501
+4,226
758
$1.96M 0.01%
39,503
+13,167
759
$1.96M 0.01%
76,693
-7,835
760
$1.96M 0.01%
21,411
+2,622
761
$1.96M 0.01%
+65,749
762
$1.94M 0.01%
33,977
-3,683
763
$1.94M 0.01%
15,456
+6,944
764
$1.93M 0.01%
18,766
+12,439
765
$1.92M 0.01%
95,321
+28,795
766
$1.92M 0.01%
104,381
+40,059
767
$1.91M 0.01%
85,851
+38,610
768
$1.91M 0.01%
35,744
-2,704
769
$1.9M 0.01%
206,400
+23,021
770
$1.9M 0.01%
25,425
-421
771
$1.89M 0.01%
179,222
-11,996
772
$1.89M 0.01%
10,579
-37
773
$1.89M 0.01%
18,919
+13,177
774
$1.87M 0.01%
16,548
+588
775
$1.87M 0.01%
28,923
+18,833
29 30
31
32 33