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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.03M 0.01%
+26,248
827
$1.03M 0.01%
3,555
-1,828
828
$1.03M 0.01%
19,573
+3,581
829
$1.03M 0.01%
4,148
+810
830
$1.02M 0.01%
28,848
+6,454
831
$1.02M 0.01%
17,535
+6,571
832
$1.02M 0.01%
21,051
+1,556
833
$1.02M 0.01%
17,343
+3,221
834
$1.02M 0.01%
59,686
+21,669
835
$1.02M 0.01%
29,144
+13,930
836
$1.02M 0.01%
12,444
-328
837
$1.01M 0.01%
19,258
-10
838
$1M 0.01%
15,842
+11,939
839
$999K 0.01%
43,622
+4,822
840
$998K 0.01%
14,000
841
$998K 0.01%
+71,127
842
$995K 0.01%
+21,490
843
$993K 0.01%
41,590
+21,930
844
$992K 0.01%
9,469
+301
845
$991K 0.01%
+22,789
846
$989K 0.01%
6,208
-849
847
$988K 0.01%
16,924
+680
848
$987K 0.01%
19,531
-4,165
849
$987K 0.01%
2,844
+419
850
$981K 0.01%
16,487
+1,602
32 33
34
35 36