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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M

Sector Composition

1 Technology 6.08%
2 Financials 3.94%
3 Healthcare 3.06%
4 Consumer Discretionary 3.03%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$232K 0.01%
+11,175
852
$232K 0.01%
5,580
853
$229K 0.01%
3,439
-1,381
854
$229K 0.01%
+6,587
855
$228K 0.01%
+8,119
856
$227K 0.01%
+3,019
857
$227K 0.01%
+1,762
858
$227K 0.01%
32,139
+16,784
859
$226K 0.01%
+3,191
860
$226K 0.01%
+5,453
861
$223K 0.01%
+8,681
862
$222K 0.01%
+9,006
863
$221K 0.01%
6,075
+153
864
$221K 0.01%
+6,785
865
$221K 0.01%
+9,058
866
$221K 0.01%
+705
867
$221K 0.01%
+7,197
868
$220K 0.01%
+7,710
869
$220K 0.01%
3,602
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870
$219K 0.01%
+4,903
871
$218K 0.01%
+1,997
872
$217K 0.01%
+1,157
873
$216K 0.01%
+1,296
874
$215K 0.01%
+12,491
875
$214K 0.01%
8,462
-2,432
33 34
35
36 37