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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$686K 0.01%
7,119
+376
852
$683K 0.01%
4,949
+998
853
$682K 0.01%
16,971
-1,305
854
$680K 0.01%
16,703
-1,591
855
$676K 0.01%
17,458
-634
856
$675K 0.01%
12,790
-336
857
$667K 0.01%
4,605
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858
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18,170
+1,607
859
$664K 0.01%
20,792
-72
860
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4,396
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861
$661K 0.01%
+12,307
862
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7,117
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863
$660K 0.01%
25,214
-20,404
864
$658K 0.01%
3,853
+2,032
865
$656K 0.01%
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14,272
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868
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32,351
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869
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3,678
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870
$645K 0.01%
4,244
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871
$644K 0.01%
20,661
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872
$642K 0.01%
+22,581
873
$641K 0.01%
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874
$640K 0.01%
3,952
+487
875
$640K 0.01%
9,275
+1,467
33 34
35
36 37