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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$585K 0.01%
12,921
+493
902
$583K 0.01%
23,889
-6,144
903
$581K 0.01%
4,864
-24,699
904
$581K 0.01%
4,772
+143
905
$579K 0.01%
16,062
-9,112
906
$578K 0.01%
6,079
+715
907
$577K 0.01%
15,483
-185
908
$572K 0.01%
22,280
-2,165
909
$571K 0.01%
4,298
+164
910
$571K 0.01%
7,108
+277
911
$571K 0.01%
17,342
-5,693
912
$568K 0.01%
+9,335
913
$567K 0.01%
23,783
+655
914
$566K 0.01%
33,230
+2,505
915
$565K 0.01%
+11,723
916
$564K 0.01%
28,616
+1,896
917
$564K 0.01%
+22,504
918
$563K 0.01%
11,850
+2,903
919
$561K 0.01%
10,509
+936
920
$559K 0.01%
3,144
-9,586
921
$557K 0.01%
17,494
-2,605
922
$556K 0.01%
22,768
+12,360
923
$555K 0.01%
+31,246
924
$555K 0.01%
+1,933
925
$551K 0.01%
+36,999
35 36
37
38 39