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
$14.3B
AUM Growth
+$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$90.3M
3
+$83M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$80.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.7M

Top Sells

1
+$72.6M
2
+$64M
3
+$62.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$60.5M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$52.7M

Sector Composition

1 Technology 8.49%
2 Financials 3.83%
3 Consumer Discretionary 3.34%
4 Healthcare 3.01%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.56M 0.01%
18,931
+163
777
$1.55M 0.01%
23,203
+10,305
778
$1.55M 0.01%
43,905
-2,648
779
$1.55M 0.01%
58,785
+4,765
780
$1.55M 0.01%
11,458
+3,879
781
$1.54M 0.01%
21,197
+13,246
782
$1.54M 0.01%
24,727
+5,334
783
$1.54M 0.01%
24,775
+3,495
784
$1.54M 0.01%
6,127
-8,831
785
$1.53M 0.01%
28,545
+1,622
786
$1.53M 0.01%
18,647
-1,803
787
$1.53M 0.01%
19,365
-8,403
788
$1.53M 0.01%
13,788
+3,196
789
$1.51M 0.01%
37,803
-2,395
790
$1.5M 0.01%
+41,888
791
$1.5M 0.01%
43,983
+5,728
792
$1.5M 0.01%
14,591
+1,460
793
$1.49M 0.01%
87,291
-63,304
794
$1.49M 0.01%
25,058
+336
795
$1.49M 0.01%
10,697
+355
796
$1.48M 0.01%
43,799
-3,678
797
$1.47M 0.01%
38,999
-4,567
798
$1.46M 0.01%
8,795
+1,087
799
$1.46M 0.01%
37,050
+16,125
800
$1.45M 0.01%
6,343
+2,229
30 31
32
33 34