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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$664K 0.01%
34,836
-13,648
902
$661K 0.01%
13,103
+6,242
903
$661K 0.01%
22,280
+760
904
$660K 0.01%
21,604
-1,663
905
$659K 0.01%
+20,139
906
$656K 0.01%
13,235
+3,310
907
$654K 0.01%
+24,629
908
$653K 0.01%
5,970
-24,648
909
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15,044
-781
910
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4,169
-190
911
$651K 0.01%
12,722
+1,313
912
$647K 0.01%
4,032
-809
913
$646K 0.01%
4,294
-1,658
914
$645K 0.01%
+8,021
915
$643K 0.01%
18,855
-16,264
916
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5,334
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917
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18,162
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918
$637K 0.01%
6,593
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919
$635K 0.01%
22,572
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920
$635K 0.01%
9,753
+417
921
$632K 0.01%
23,265
+170
922
$631K 0.01%
9,168
+2,715
923
$627K 0.01%
12,805
+955
924
$626K 0.01%
17,425
-648
925
$626K 0.01%
12,712
-1,560
35 36
37
38 39