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
$6.45B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,369
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$46.6M
3
+$43.9M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$41.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.1M

Top Sells

1
+$169M
2
+$43.1M
3
+$33.2M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$28.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24.2M

Sector Composition

1 Technology 7.93%
2 Consumer Discretionary 3.45%
3 Financials 3.42%
4 Healthcare 3.15%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$503K 0.01%
+11,491
877
$503K 0.01%
17,933
+16,339
878
$501K 0.01%
18,699
+120
879
$501K 0.01%
19,799
+2,439
880
$500K 0.01%
+7,923
881
$499K 0.01%
18,347
+7,034
882
$497K 0.01%
+53,510
883
$492K 0.01%
11,884
-18,337
884
$491K 0.01%
+3,840
885
$491K 0.01%
3,434
-1,115
886
$488K 0.01%
69,482
-9,301
887
$488K 0.01%
5,924
-9,246
888
$488K 0.01%
9,563
+2,801
889
$486K 0.01%
5,222
-24,599
890
$484K 0.01%
+9,359
891
$483K 0.01%
15,872
-4,899
892
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893
$483K 0.01%
964
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894
$483K 0.01%
3,242
-11,011
895
$481K 0.01%
19,162
+6,026
896
$479K 0.01%
+4,206
897
$479K 0.01%
+13,208
898
$474K 0.01%
11,223
+3,265
899
$472K 0.01%
3,769
-2,121
900
$471K 0.01%
+878
34 35
36
37 38