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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.16M 0.01%
14,755
-1,400
877
$2.16M 0.01%
6,616
+239
878
$2.15M 0.01%
54,129
-2,142
879
$2.15M 0.01%
18,710
+5,270
880
$2.14M 0.01%
49,495
+20,230
881
$2.14M 0.01%
56,237
+1,619
882
$2.13M 0.01%
58,694
+21,594
883
$2.12M 0.01%
34,660
+286
884
$2.12M 0.01%
365,953
+34,405
885
$2.1M 0.01%
100,635
-4,884
886
$2.1M 0.01%
23,122
-4,602
887
$2.1M 0.01%
10,428
-449
888
$2.09M 0.01%
18,629
+173
889
$2.08M 0.01%
26,880
-9,945
890
$2.08M 0.01%
115,005
-17,189
891
$2.08M 0.01%
67,106
-54
892
$2.07M 0.01%
66,464
-38,084
893
$2.05M 0.01%
80,063
-34,825
894
$2.05M 0.01%
+22,510
895
$2.04M 0.01%
82,862
+20,976
896
$2.04M 0.01%
16,810
+1,747
897
$2.04M 0.01%
45,558
+3,376
898
$2.04M 0.01%
87,700
-6,242
899
$2.03M 0.01%
14,054
+3,234
900
$2.03M 0.01%
97,611
+42,588
34 35
36
37 38