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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$721K 0.01%
14,281
-7,940
877
$719K 0.01%
7,656
-14,562
878
$712K 0.01%
5,337
-883
879
$711K 0.01%
7,208
+585
880
$709K 0.01%
2,672
-183
881
$709K 0.01%
7,916
-6,068
882
$708K 0.01%
18,379
+1,037
883
$704K 0.01%
11,839
-3,389
884
$704K 0.01%
6,124
+342
885
$704K 0.01%
6,151
-217
886
$699K 0.01%
20,171
+5,954
887
$691K 0.01%
22,554
-237,807
888
$690K 0.01%
4,990
+385
889
$687K 0.01%
19,385
-44,980
890
$687K 0.01%
7,437
-1,838
891
$685K 0.01%
2,137
+162
892
$682K 0.01%
7,080
-25,125
893
$681K 0.01%
3,376
+232
894
$680K 0.01%
38,017
+3,803
895
$676K 0.01%
8,038
-1,682
896
$675K 0.01%
20,494
+4,617
897
$673K 0.01%
20,075
-1,142
898
$673K 0.01%
2,549
+50
899
$670K 0.01%
16,655
-3,669
900
$667K 0.01%
3,494
+2,285
34 35
36
37 38