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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.52M 0.01%
110,088
+9,720
827
$2.52M 0.01%
5,757
+289
828
$2.51M 0.01%
106,821
-73,383
829
$2.5M 0.01%
48,732
+6,152
830
$2.5M 0.01%
58,457
+11,664
831
$2.49M 0.01%
65,785
-62,340
832
$2.49M 0.01%
105,460
+3,367
833
$2.46M 0.01%
23,010
+10,847
834
$2.46M 0.01%
87,144
-1,611
835
$2.43M 0.01%
22,066
+10,188
836
$2.43M 0.01%
121,743
+20,970
837
$2.41M 0.01%
114,674
+3,351
838
$2.41M 0.01%
74,707
-780,511
839
$2.41M 0.01%
25,920
+2,792
840
$2.41M 0.01%
684
-66
841
$2.41M 0.01%
72,690
-72,606
842
$2.4M 0.01%
16,068
+1,036
843
$2.4M 0.01%
89,720
-110,597
844
$2.39M 0.01%
+28,701
845
$2.38M 0.01%
9,557
+5,269
846
$2.37M 0.01%
36,036
-3,396
847
$2.36M 0.01%
5,482
+964
848
$2.34M 0.01%
10,176
+8,279
849
$2.33M 0.01%
+71,279
850
$2.32M 0.01%
95,852
-150,478
32 33
34
35 36