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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$909K 0.01%
19,826
-3,135
877
$903K 0.01%
51,268
-8,565
878
$902K 0.01%
+17,232
879
$895K 0.01%
9,611
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880
$888K 0.01%
17,474
+832
881
$886K 0.01%
69,617
+38,070
882
$883K 0.01%
5,796
-63,887
883
$883K 0.01%
2,555
-1,702
884
$881K 0.01%
7,404
+196
885
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11,256
-8,906
886
$877K 0.01%
3,660
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887
$877K 0.01%
19,184
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888
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889
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890
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891
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18,108
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893
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2,983
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894
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44,433
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18,407
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896
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897
$837K 0.01%
8,741
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$835K 0.01%
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899
$834K 0.01%
28,658
-4,883
900
$831K 0.01%
18,737
+937
34 35
36
37 38