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
$3.33B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$56.7M
3
+$52.8M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$45.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.2M

Top Sells

1
+$3.16M
2
+$3.01M
3
+$2.65M
4
CL icon
Colgate-Palmolive
CL
+$2.38M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.19M

Sector Composition

1 Technology 6.08%
2 Financials 3.94%
3 Healthcare 3.06%
4 Consumer Discretionary 3.03%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$214K 0.01%
+6,126
877
$213K 0.01%
+8,411
878
$213K 0.01%
+939
879
$213K 0.01%
+11,916
880
$213K 0.01%
+16,000
881
$212K 0.01%
+11,900
882
$212K 0.01%
+2,788
883
$212K 0.01%
+1,243
884
$212K 0.01%
+4,071
885
$211K 0.01%
+5,256
886
$210K 0.01%
+4,302
887
$210K 0.01%
+193
888
$210K 0.01%
7,134
-414
889
$208K 0.01%
+9,308
890
$208K 0.01%
7,743
+46
891
$207K 0.01%
4,311
-1,907
892
$207K 0.01%
+5,880
893
$207K 0.01%
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894
$205K 0.01%
1,680
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$203K 0.01%
+3,825
896
$203K 0.01%
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897
$203K 0.01%
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898
$203K 0.01%
+1,483
899
$202K 0.01%
+5,507
900
$202K 0.01%
+6,896
34 35
36
37 38