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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.7M 0.01%
19,920
-5,911
802
$1.69M 0.01%
13,203
-1,109
803
$1.69M 0.01%
4,482
-11,178
804
$1.69M 0.01%
87,586
-31,966
805
$1.69M 0.01%
40,000
-4,501
806
$1.69M 0.01%
44,282
+3,792
807
$1.68M 0.01%
69,209
-1,061
808
$1.67M 0.01%
46,750
+15,288
809
$1.67M 0.01%
42,686
-3,366
810
$1.66M 0.01%
24,316
-19,449
811
$1.66M 0.01%
37,007
-21,436
812
$1.66M 0.01%
20,001
-4,311
813
$1.65M 0.01%
18,605
+2,244
814
$1.65M 0.01%
23,765
-2,493
815
$1.65M 0.01%
18,986
+926
816
$1.65M 0.01%
90,613
+9,657
817
$1.64M 0.01%
33,249
-1,482
818
$1.64M 0.01%
11,760
+6,713
819
$1.64M 0.01%
38,125
+14
820
$1.63M 0.01%
32,873
+4,363
821
$1.63M 0.01%
88,248
+7,249
822
$1.63M 0.01%
8,906
-386
823
$1.62M 0.01%
13,551
-131
824
$1.62M 0.01%
31,590
+120
825
$1.61M 0.01%
11,722
+650
31 32
33
34 35