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
751
$821K 0.01%
5,144
+3,320
752
$819K 0.01%
46,933
+217
753
$816K 0.01%
5,977
+2,987
754
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755
$812K 0.01%
38,766
+4,524
756
$810K 0.01%
28,269
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757
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4,646
+1,732
758
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21,308
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759
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760
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16,895
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761
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9,800
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762
$801K 0.01%
4,670
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763
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21,778
-134
764
$783K 0.01%
6,604
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12,401
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1,778
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$772K 0.01%
5,019
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22,434
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772
$766K 0.01%
3,104
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773
$765K 0.01%
2,840
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774
$765K 0.01%
19,869
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775
$762K 0.01%
+34,274
29 30
31
32 33