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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$518K 0.01%
7,690
+1,652
877
$518K 0.01%
1,341
-302
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$518K 0.01%
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$515K 0.01%
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7,878
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3,530
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883
$510K 0.01%
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888
$493K ﹤0.01%
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$491K ﹤0.01%
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10,298
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895
$475K ﹤0.01%
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$471K ﹤0.01%
5,763
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$471K ﹤0.01%
11,243
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$469K ﹤0.01%
22,444
-22,804
899
$468K ﹤0.01%
6,185
-15,637
900
$466K ﹤0.01%
3,944
-14
34 35
36
37 38