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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$569K 0.01%
9,026
+2,115
852
$565K 0.01%
17,357
+17
853
$560K 0.01%
56,420
+32,515
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$559K 0.01%
5,229
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7,347
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856
$552K 0.01%
2,004
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$548K 0.01%
5,478
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858
$547K 0.01%
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859
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3,078
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$541K 0.01%
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861
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862
$538K 0.01%
9,778
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863
$538K 0.01%
4,376
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864
$536K 0.01%
7,534
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865
$535K 0.01%
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866
$535K 0.01%
6,176
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867
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2,743
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869
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12,952
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870
$524K 0.01%
16,737
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$523K 0.01%
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872
$523K 0.01%
4,447
+1,504
873
$522K 0.01%
3,574
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874
$521K 0.01%
+9,621
875
$520K 0.01%
2,532
+210
33 34
35
36 37