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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$845K 0.01%
21,871
-466
827
$844K 0.01%
16,642
+2,192
828
$840K 0.01%
3,751
-639
829
$840K 0.01%
15,805
-50
830
$837K 0.01%
+33,058
831
$837K 0.01%
42,265
-14,312
832
$832K 0.01%
15,992
+23
833
$830K 0.01%
17,800
+342
834
$830K 0.01%
4,478
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835
$829K 0.01%
59,833
+1,011
836
$827K 0.01%
18,474
+1,332
837
$823K 0.01%
2,425
-312
838
$823K 0.01%
19,495
+120
839
$823K 0.01%
34,740
+2,389
840
$818K 0.01%
+26,583
841
$818K 0.01%
14,050
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842
$817K 0.01%
17,776
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843
$813K 0.01%
28,084
844
$810K 0.01%
15,084
-12,114
845
$808K 0.01%
+40,587
846
$806K 0.01%
43,100
-735
847
$801K 0.01%
+16,233
848
$801K 0.01%
42,415
+32,036
849
$800K 0.01%
+14,122
850
$797K 0.01%
38,800
-569,490
32 33
34
35 36