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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.31M 0.01%
64,144
-27,698
852
$2.3M 0.01%
17,432
+3,326
853
$2.3M 0.01%
63,044
-11,243
854
$2.29M 0.01%
18,500
+7,520
855
$2.29M 0.01%
91,103
-301
856
$2.29M 0.01%
21,341
-325
857
$2.27M 0.01%
81,683
-189,730
858
$2.27M 0.01%
18,865
-3,419
859
$2.26M 0.01%
17,185
+1,081
860
$2.26M 0.01%
117,903
+6,313
861
$2.25M 0.01%
25,964
+19,138
862
$2.25M 0.01%
74,664
-6,217
863
$2.24M 0.01%
72,958
+10,026
864
$2.24M 0.01%
43,490
+570
865
$2.23M 0.01%
76,947
+11,449
866
$2.22M 0.01%
4,409
-6,076
867
$2.22M 0.01%
87,034
-91,709
868
$2.22M 0.01%
95,281
+68,829
869
$2.21M 0.01%
19,727
-4,787
870
$2.2M 0.01%
25,061
-28,491
871
$2.2M 0.01%
34,836
-2,776
872
$2.2M 0.01%
59,582
-68,307
873
$2.17M 0.01%
+10,693
874
$2.16M 0.01%
114,622
+14,626
875
$2.16M 0.01%
19,997
+17,908
33 34
35
36 37