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
826
$249K 0.01%
+2,113
827
$248K 0.01%
+1,871
828
$248K 0.01%
+4,125
829
$247K 0.01%
+17,324
830
$247K 0.01%
+8,607
831
$246K 0.01%
+9,755
832
$246K 0.01%
+10,286
833
$244K 0.01%
+5,473
834
$243K 0.01%
+1,067
835
$243K 0.01%
+3,176
836
$241K 0.01%
4,092
+208
837
$239K 0.01%
70,082
+38,027
838
$239K 0.01%
+30,912
839
$239K 0.01%
4,325
+590
840
$239K 0.01%
+9,337
841
$238K 0.01%
+5,363
842
$237K 0.01%
26,669
+5,664
843
$237K 0.01%
4,479
+15
844
$236K 0.01%
+6,667
845
$236K 0.01%
+4,029
846
$235K 0.01%
+1,626
847
$233K 0.01%
+613
848
$233K 0.01%
+4,981
849
$233K 0.01%
+5,054
850
$232K 0.01%
+3,738
32 33
34
35 36