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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M

Sector Composition

1 Technology 6.08%
2 Financials 3.94%
3 Healthcare 3.06%
4 Consumer Discretionary 3.03%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$262K 0.01%
6,057
+1,284
802
$262K 0.01%
+2,039
803
$261K 0.01%
+3,716
804
$261K 0.01%
+9,656
805
$261K 0.01%
+18,362
806
$257K 0.01%
+2,278
807
$257K 0.01%
4,243
-945
808
$256K 0.01%
4,579
+220
809
$256K 0.01%
+1,527
810
$255K 0.01%
+10,242
811
$254K 0.01%
15,864
+1,409
812
$254K 0.01%
+12,226
813
$254K 0.01%
+2,193
814
$254K 0.01%
+3,500
815
$253K 0.01%
11,530
816
$252K 0.01%
+6,099
817
$252K 0.01%
+4,315
818
$251K 0.01%
13,503
+2,732
819
$251K 0.01%
+5,803
820
$250K 0.01%
4,000
821
$250K 0.01%
+2,387
822
$250K 0.01%
29,915
+14,453
823
$249K 0.01%
+17,000
824
$249K 0.01%
+26,242
825
$249K 0.01%
+3,545
31 32
33
34 35