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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$970K 0.01%
3,828
+168
877
$969K 0.01%
83,613
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$967K 0.01%
17,891
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$959K 0.01%
6,097
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$958K 0.01%
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882
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19,269
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7,895
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30,894
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887
$926K 0.01%
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$922K 0.01%
3,813
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$922K 0.01%
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$919K 0.01%
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$913K 0.01%
32,296
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896
$913K 0.01%
+36,353
897
$910K 0.01%
+16,288
898
$909K 0.01%
4,913
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899
$908K 0.01%
4,174
-410
900
$907K 0.01%
+19,618
34 35
36
37 38