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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.35M 0.01%
3,413
+142
777
$1.34M 0.01%
36,694
+29,264
778
$1.34M 0.01%
6,429
+3,278
779
$1.33M 0.01%
+17,730
780
$1.32M 0.01%
61,960
+4,819
781
$1.32M 0.01%
9,597
+233
782
$1.3M 0.01%
11,431
+38
783
$1.3M 0.01%
31,782
-1,468
784
$1.3M 0.01%
42,291
+1,181
785
$1.3M 0.01%
30,866
-1,858
786
$1.29M 0.01%
7,708
-4,362
787
$1.29M 0.01%
28,839
-7,030
788
$1.29M 0.01%
+51,732
789
$1.29M 0.01%
32,859
-2,666
790
$1.29M 0.01%
4,114
-4,265
791
$1.29M 0.01%
+22,036
792
$1.28M 0.01%
21,279
+15,207
793
$1.28M 0.01%
30,209
-2,967
794
$1.28M 0.01%
21,336
+1,518
795
$1.27M 0.01%
+27,524
796
$1.26M 0.01%
10,342
+1,082
797
$1.26M 0.01%
1,692
+352
798
$1.26M 0.01%
75,756
-1,190
799
$1.26M 0.01%
50,102
+1,654
800
$1.26M 0.01%
15,619
+6,751
30 31
32
33 34