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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.9M 0.01%
61,041
-6,707
777
$2.9M 0.01%
216,550
+61,095
778
$2.88M 0.01%
248,844
+18,294
779
$2.88M 0.01%
41,537
+1,216
780
$2.87M 0.01%
62,520
+10,474
781
$2.84M 0.01%
20,048
+14,521
782
$2.84M 0.01%
16,920
-4,665
783
$2.83M 0.01%
29,000
-5,638
784
$2.82M 0.01%
37,552
+3,196
785
$2.82M 0.01%
+92,619
786
$2.82M 0.01%
74,288
+1,931
787
$2.81M 0.01%
111,320
-16,475
788
$2.8M 0.01%
116,578
+13,172
789
$2.8M 0.01%
16,361
-11,937
790
$2.78M 0.01%
24,906
-9
791
$2.78M 0.01%
86,969
-122,502
792
$2.78M 0.01%
54,807
-83,322
793
$2.78M 0.01%
41,325
+9,792
794
$2.77M 0.01%
19,303
-6,051
795
$2.77M 0.01%
21,054
-14,984
796
$2.77M 0.01%
35,621
+32,111
797
$2.76M 0.01%
49,996
+3,452
798
$2.74M 0.01%
20,907
+1,535
799
$2.73M 0.01%
40,522
+14,997
800
$2.73M 0.01%
+114,374
30 31
32
33 34