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
801
$2.71M 0.01%
+105,578
802
$2.7M 0.01%
+109,366
803
$2.7M 0.01%
68,471
+33,631
804
$2.69M 0.01%
60,629
+15,574
805
$2.69M 0.01%
31,283
+11,757
806
$2.68M 0.01%
74,097
+5,449
807
$2.68M 0.01%
30,469
+26,922
808
$2.66M 0.01%
13,908
-22,557
809
$2.65M 0.01%
+222,491
810
$2.64M 0.01%
366,678
+338,787
811
$2.64M 0.01%
41,573
+29,893
812
$2.63M 0.01%
30,430
-496
813
$2.62M 0.01%
9,763
-54,123
814
$2.62M 0.01%
+119,405
815
$2.6M 0.01%
20,793
+652
816
$2.59M 0.01%
4,111
+153
817
$2.58M 0.01%
63,168
-1,140
818
$2.57M 0.01%
+47,670
819
$2.56M 0.01%
64,742
-29,834
820
$2.54M 0.01%
32,362
+29,341
821
$2.54M 0.01%
+36,684
822
$2.53M 0.01%
127,271
-25,227
823
$2.53M 0.01%
24,570
+436
824
$2.53M 0.01%
35,844
+1,202
825
$2.52M 0.01%
18,930
-8,515
31 32
33
34 35