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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.2M 0.01%
14,389
+1,474
777
$1.2M 0.01%
11,732
-2,988
778
$1.19M 0.01%
5,000
-517
779
$1.19M 0.01%
13,776
-594
780
$1.19M 0.01%
57,778
+2,690
781
$1.19M 0.01%
53,654
+1,019
782
$1.18M 0.01%
19,857
-5,727
783
$1.18M 0.01%
33,250
+2,537
784
$1.18M 0.01%
9,851
+6,087
785
$1.17M 0.01%
11,398
-25,102
786
$1.17M 0.01%
25,642
-3,488
787
$1.16M 0.01%
15,752
+1,194
788
$1.16M 0.01%
+22,782
789
$1.16M 0.01%
12,627
+1,660
790
$1.15M 0.01%
57,141
-7,534
791
$1.15M 0.01%
29,159
+3,936
792
$1.15M 0.01%
13,100
+1,320
793
$1.14M 0.01%
14,239
+1,105
794
$1.13M 0.01%
18,789
-22,935
795
$1.12M 0.01%
22,602
+5,739
796
$1.12M 0.01%
18,692
+3,205
797
$1.12M 0.01%
18,464
-3,875
798
$1.11M 0.01%
1,537
+59
799
$1.1M 0.01%
34,752
+5,817
800
$1.1M 0.01%
5,223
-182
30 31
32
33 34