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
776
$973K 0.01%
29,680
+107
777
$973K 0.01%
+82,432
778
$972K 0.01%
31,627
-7,856
779
$971K 0.01%
4,996
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780
$970K 0.01%
24,848
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781
$961K 0.01%
5,598
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782
$956K 0.01%
33,541
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783
$955K 0.01%
26,634
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123,810
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19,927
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787
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788
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795
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8,540
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796
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14,885
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797
$922K 0.01%
39,920
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798
$919K 0.01%
20,476
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799
$912K 0.01%
42,128
-10,143
800
$912K 0.01%
1,478
+164
30 31
32
33 34