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
$16.7B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,109
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$65.7M
3
+$58.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$34.6M
5
AAPL icon
Apple
AAPL
+$34.1M

Top Sells

1
+$47.8M
2
+$32.1M
3
+$31.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3M

Sector Composition

1 Technology 10.24%
2 Financials 4.58%
3 Healthcare 3.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.84M 0.01%
100,773
-3,763
877
$1.84M 0.01%
99,996
+7,977
878
$1.83M 0.01%
45,055
+36,191
879
$1.82M 0.01%
10,864
+111
880
$1.81M 0.01%
34,374
+3,091
881
$1.81M 0.01%
47,459
-22,327
882
$1.81M 0.01%
15,032
+560
883
$1.8M 0.01%
3,922
-756
884
$1.8M 0.01%
14,106
+7,382
885
$1.8M 0.01%
38,109
-54,381
886
$1.8M 0.01%
331,548
+39,551
887
$1.79M 0.01%
14,940
+2,921
888
$1.79M 0.01%
329,303
+16,163
889
$1.79M 0.01%
11,443
+307
890
$1.78M 0.01%
97,356
-88,212
891
$1.78M 0.01%
42,182
+26,608
892
$1.78M 0.01%
19,923
-19,788
893
$1.78M 0.01%
30,350
+10,688
894
$1.77M 0.01%
16,155
-385
895
$1.76M 0.01%
90,900
+67,407
896
$1.76M 0.01%
19,369
+10,646
897
$1.76M 0.01%
3,958
-647
898
$1.75M 0.01%
20,149
+3,818
899
$1.75M 0.01%
+12,824
900
$1.74M 0.01%
4,518
+854
34 35
36
37 38