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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.46M 0.01%
13,764
+554
852
$1.46M 0.01%
46,008
+25,685
853
$1.46M 0.01%
44,660
+7,315
854
$1.45M 0.01%
38,276
+5,505
855
$1.45M 0.01%
47,352
+26,376
856
$1.44M 0.01%
4,996
+3,552
857
$1.44M 0.01%
21,930
-2,113
858
$1.44M 0.01%
15,193
+463
859
$1.44M 0.01%
25,948
-6,814
860
$1.43M 0.01%
67,714
-33,134
861
$1.43M 0.01%
174,964
-18,173
862
$1.41M 0.01%
11,199
+3,440
863
$1.4M 0.01%
9,463
+982
864
$1.4M 0.01%
78,592
-9,240
865
$1.39M 0.01%
22,040
+2,198
866
$1.39M 0.01%
44,612
-88,987
867
$1.39M 0.01%
26,579
+4,845
868
$1.39M 0.01%
20,807
+387
869
$1.39M 0.01%
146,568
-21,835
870
$1.38M 0.01%
3,446
+26
871
$1.38M 0.01%
60,154
-78,788
872
$1.37M 0.01%
4,391
+1,055
873
$1.36M 0.01%
28,561
-1,449
874
$1.35M 0.01%
28,730
-687
875
$1.35M 0.01%
130,595
+38,218
33 34
35
36 37