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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.35M 0.01%
11,235
+1,016
877
$1.35M 0.01%
54,495
-20,582
878
$1.34M 0.01%
+13,948
879
$1.33M 0.01%
12,773
-3,204
880
$1.32M 0.01%
6,273
-1,180
881
$1.32M 0.01%
54,270
+4,020
882
$1.31M 0.01%
8,175
+48
883
$1.31M 0.01%
41,225
-2,974
884
$1.31M 0.01%
+13,872
885
$1.3M 0.01%
34,398
+11,442
886
$1.3M 0.01%
36,574
+7,773
887
$1.3M 0.01%
6,410
+326
888
$1.3M 0.01%
45,102
-1,505
889
$1.29M 0.01%
11,873
-1,036
890
$1.29M 0.01%
14,591
+1,229
891
$1.29M 0.01%
6,886
+359
892
$1.29M 0.01%
17,935
-1,389
893
$1.29M 0.01%
27,238
-157,834
894
$1.28M 0.01%
27,609
+10,796
895
$1.27M 0.01%
11,106
+3,400
896
$1.27M 0.01%
7,570
-210
897
$1.27M 0.01%
21,164
+1,073
898
$1.26M 0.01%
73,940
-10,932
899
$1.26M 0.01%
+35,376
900
$1.26M 0.01%
4,135
-1,050
34 35
36
37 38