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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$788K 0.01%
9,343
+508
852
$782K 0.01%
17,066
+1,045
853
$781K 0.01%
6,389
-719
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$781K 0.01%
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855
$779K 0.01%
17,037
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856
$778K 0.01%
8,733
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857
$771K 0.01%
2,095
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858
$771K 0.01%
16,863
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22,394
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18,999
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861
$755K 0.01%
7,203
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862
$755K 0.01%
+12,345
863
$755K 0.01%
9,105
+5,087
864
$754K 0.01%
3,487
-52
865
$753K 0.01%
5,559
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866
$750K 0.01%
8,616
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867
$748K 0.01%
30,968
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868
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2,437
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869
$746K 0.01%
29,681
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870
$744K 0.01%
5,918
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871
$742K 0.01%
7,526
+3,485
872
$740K 0.01%
23,519
+6,602
873
$735K 0.01%
13,156
-6,974
874
$728K 0.01%
+3,338
875
$723K 0.01%
+71,484
33 34
35
36 37