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
$6.99B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$54.3M
3
+$42.5M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$24.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$21.5M

Top Sells

1
+$89M
2
+$32.5M
3
+$32M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$26.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$24.7M

Sector Composition

1 Technology 8.75%
2 Consumer Discretionary 4.34%
3 Financials 3.58%
4 Healthcare 3.41%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$508K 0.01%
+1,327
877
$506K 0.01%
26,395
-6,199
878
$506K 0.01%
5,628
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879
$502K 0.01%
25,568
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880
$501K 0.01%
23,518
-1,452
881
$498K 0.01%
+11,222
882
$497K 0.01%
4,134
-5,149
883
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+32,956
884
$493K 0.01%
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885
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17,844
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886
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4,629
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4,640
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899
$464K 0.01%
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900
$464K 0.01%
+11,395
34 35
36
37 38