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
801
$672K 0.01%
6,316
+656
802
$669K 0.01%
+13,591
803
$668K 0.01%
25,228
+13,822
804
$665K 0.01%
8,486
+1,729
805
$662K 0.01%
6,084
+4,396
806
$662K 0.01%
29,859
-678
807
$658K 0.01%
13,052
+1,598
808
$653K 0.01%
13,842
+5
809
$650K 0.01%
1,005
+99
810
$647K 0.01%
24,677
+7,245
811
$646K 0.01%
10,287
+1,072
812
$643K 0.01%
59,510
+1,988
813
$642K 0.01%
8,654
-60,124
814
$642K 0.01%
20,631
+1,938
815
$641K 0.01%
8,577
-2,294
816
$640K 0.01%
15,115
-2,013
817
$635K 0.01%
6,835
-86
818
$634K 0.01%
8,066
+1,721
819
$634K 0.01%
16,143
+7,701
820
$631K 0.01%
16,607
+1,106
821
$629K 0.01%
16,681
+242
822
$627K 0.01%
11,557
-623
823
$623K 0.01%
2,772
+1,082
824
$622K 0.01%
30,393
+4,825
825
$618K 0.01%
25,977
+872
31 32
33
34 35