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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$765K 0.01%
+9,008
802
$761K 0.01%
3,972
-747
803
$760K 0.01%
+4,359
804
$757K 0.01%
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805
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5,319
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806
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29,252
-1,532
807
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6,677
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808
$742K 0.01%
9,726
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809
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43,835
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810
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9,720
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811
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22,328
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812
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14,450
+2,094
813
$738K 0.01%
9,078
-13,284
814
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13,497
-2,379
815
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19,375
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14,446
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10,956
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23,267
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819
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14,014
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820
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821
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822
$719K 0.01%
28,991
-8,480
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$718K 0.01%
1,312
-107
824
$717K 0.01%
+40,068
825
$716K 0.01%
2,855
-3,082
31 32
33
34 35