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
826
$716K 0.01%
+8,749
827
$715K 0.01%
25,203
-5,003
828
$714K 0.01%
36,766
-1,660
829
$714K 0.01%
22,490
-6,706
830
$712K 0.01%
17,226
-4,279
831
$712K 0.01%
13,984
-1,986
832
$712K 0.01%
+16,431
833
$710K 0.01%
11,532
-164
834
$709K 0.01%
8,835
+771
835
$708K 0.01%
10,108
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836
$708K 0.01%
59,783
-5,906
837
$703K 0.01%
15,825
-7,641
838
$702K 0.01%
12,158
+44
839
$701K 0.01%
+7,630
840
$700K 0.01%
+14,640
841
$698K 0.01%
7,268
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842
$698K 0.01%
9,689
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843
$696K 0.01%
21,217
-2,458
844
$695K 0.01%
2,995
-106
845
$695K 0.01%
7,835
-4,318
846
$694K 0.01%
25,697
-2,787
847
$691K 0.01%
5,682
+1,245
848
$688K 0.01%
6,368
-60
849
$687K 0.01%
26,519
+9,519
850
$687K 0.01%
+15,163
32 33
34
35 36