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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.61M 0.01%
13,041
-456
827
$1.61M 0.01%
18,627
-670
828
$1.59M 0.01%
69,457
-4,245
829
$1.59M 0.01%
99,432
+55,183
830
$1.58M 0.01%
17,303
+6,004
831
$1.55M 0.01%
102,038
+21,252
832
$1.55M 0.01%
14,103
+1,031
833
$1.55M 0.01%
38,909
+7,266
834
$1.55M 0.01%
11,053
+857
835
$1.55M 0.01%
14,192
-251
836
$1.54M 0.01%
8,731
+3,340
837
$1.54M 0.01%
48,196
+5,056
838
$1.53M 0.01%
69,861
+16,508
839
$1.53M 0.01%
58,831
+6,478
840
$1.52M 0.01%
1,800
-668
841
$1.52M 0.01%
49,318
-5,387
842
$1.51M 0.01%
18,991
+1,490
843
$1.51M 0.01%
68,293
+16,987
844
$1.49M 0.01%
53,443
+19,815
845
$1.49M 0.01%
231,717
-24,672
846
$1.48M 0.01%
105,186
+7,158
847
$1.48M 0.01%
65,514
+16,296
848
$1.47M 0.01%
11,786
-26,902
849
$1.47M 0.01%
2,638
+397
850
$1.47M 0.01%
17,827
-1,873
32 33
34
35 36