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
$14.3B
AUM Growth
+$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$90.3M
3
+$83M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$80.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.7M

Top Sells

1
+$72.6M
2
+$64M
3
+$62.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$60.5M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$52.7M

Sector Composition

1 Technology 8.49%
2 Financials 3.83%
3 Consumer Discretionary 3.34%
4 Healthcare 3.01%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.26M 0.01%
75,720
-36
852
$1.25M 0.01%
+24,187
853
$1.25M 0.01%
59,398
+126
854
$1.25M 0.01%
23,242
+3,341
855
$1.23M 0.01%
3,054
+43
856
$1.22M 0.01%
23,482
+16,485
857
$1.22M 0.01%
27,152
-177
858
$1.22M 0.01%
14,167
-1,452
859
$1.22M 0.01%
25,352
+5,734
860
$1.21M 0.01%
3,502
+540
861
$1.21M 0.01%
+1,834
862
$1.21M 0.01%
9,365
+1,470
863
$1.2M 0.01%
3,452
+433
864
$1.2M 0.01%
5,123
+366
865
$1.2M 0.01%
1,843
-38
866
$1.2M 0.01%
17,760
+14,605
867
$1.2M 0.01%
29,733
+8,008
868
$1.19M 0.01%
14,116
+1,861
869
$1.19M 0.01%
25,598
+593
870
$1.19M 0.01%
1,754
+1,178
871
$1.19M 0.01%
2,555
-7,087
872
$1.18M 0.01%
34,300
+896
873
$1.18M 0.01%
66,441
+5,034
874
$1.18M 0.01%
5,459
+102
875
$1.18M 0.01%
32,785
-95,006
33 34
35
36 37