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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$637K 0.01%
18,854
+3,631
877
$636K 0.01%
5,782
-2,005
878
$632K 0.01%
3,539
-4
879
$628K 0.01%
12,497
-26,736
880
$628K 0.01%
18,073
-4,012
881
$627K 0.01%
7,366
+220
882
$618K 0.01%
6,373
-2,883
883
$617K 0.01%
6,623
+1,500
884
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11,915
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885
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9,336
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886
$614K 0.01%
11,248
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887
$614K 0.01%
21,520
-25,620
888
$611K 0.01%
11,260
+2,761
889
$611K 0.01%
30,249
+3,854
890
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35,468
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891
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23,016
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892
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10,835
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893
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27,265
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894
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6,220
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895
$593K 0.01%
1,376
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$591K 0.01%
10,759
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897
$590K 0.01%
24,342
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898
$589K 0.01%
17,836
-9,920
899
$588K 0.01%
10,306
+2,121
900
$585K 0.01%
+10,246
34 35
36
37 38