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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$761K 0.01%
32,748
-911
777
$758K 0.01%
20,422
+2,189
778
$757K 0.01%
15,014
+349
779
$755K 0.01%
15,923
+5,168
780
$754K 0.01%
9,578
+1,896
781
$747K 0.01%
5,796
-169
782
$743K 0.01%
5,274
+1,563
783
$742K 0.01%
30,338
+20,703
784
$740K 0.01%
17,206
+708
785
$732K 0.01%
8,356
+2,888
786
$731K 0.01%
15,865
-41,008
787
$729K 0.01%
17,285
-4,290
788
$717K 0.01%
21,528
-1,897
789
$716K 0.01%
13,642
+8,125
790
$713K 0.01%
24,908
+7,173
791
$708K 0.01%
2,151
-29
792
$705K 0.01%
3,474
+760
793
$695K 0.01%
3,782
+200
794
$693K 0.01%
7,139
+3,858
795
$690K 0.01%
14,671
+609
796
$687K 0.01%
+18,241
797
$685K 0.01%
3,751
+835
798
$684K 0.01%
15,992
+10,621
799
$682K 0.01%
10,813
+3,363
800
$677K 0.01%
11,815
+101
30 31
32
33 34