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
$14.3B
AUM Growth
+$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$90.3M
3
+$83M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$80.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.7M

Top Sells

1
+$72.6M
2
+$64M
3
+$62.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$60.5M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$52.7M

Sector Composition

1 Technology 8.49%
2 Financials 3.83%
3 Consumer Discretionary 3.34%
4 Healthcare 3.01%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.35M 0.01%
2,387
+66
827
$1.34M 0.01%
26,032
+4,377
828
$1.34M 0.01%
22,147
+10,041
829
$1.34M 0.01%
21,984
+648
830
$1.34M 0.01%
8,647
-8,627
831
$1.34M 0.01%
3,947
-1,774
832
$1.33M 0.01%
39,899
+754
833
$1.33M 0.01%
111,105
+12,062
834
$1.33M 0.01%
19,664
-2,855
835
$1.32M 0.01%
2,503
-369
836
$1.32M 0.01%
7,557
-2,402
837
$1.32M 0.01%
27,479
-5,380
838
$1.32M 0.01%
31,332
+13,805
839
$1.31M 0.01%
37,929
-6,527
840
$1.31M 0.01%
31,025
+6,080
841
$1.31M 0.01%
29,464
-267
842
$1.29M 0.01%
25,004
+9,615
843
$1.29M 0.01%
32,674
+2,465
844
$1.29M 0.01%
49,287
+18,893
845
$1.29M 0.01%
21,429
-13,347
846
$1.29M 0.01%
16,663
+1,046
847
$1.28M 0.01%
107,647
+82,799
848
$1.28M 0.01%
29,183
-1,683
849
$1.26M 0.01%
+31,162
850
$1.26M 0.01%
34,349
+4,632
32 33
34
35 36