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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$830K 0.01%
9,106
+490
902
$829K 0.01%
12,867
-169
903
$823K 0.01%
6,694
+1,436
904
$823K 0.01%
+20,406
905
$819K 0.01%
26,845
-5,066
906
$818K 0.01%
4,624
+896
907
$818K 0.01%
7,473
+3,731
908
$818K 0.01%
10,007
-4,381
909
$808K 0.01%
2,213
-224
910
$806K 0.01%
21,064
-111
911
$804K 0.01%
4,966
+76
912
$803K 0.01%
+23,437
913
$802K 0.01%
7,588
+1,240
914
$802K 0.01%
+25,672
915
$801K 0.01%
6,016
+2,819
916
$800K 0.01%
2,798
+126
917
$799K 0.01%
30,410
+12,730
918
$799K 0.01%
3,600
-188
919
$797K 0.01%
60,135
+11,498
920
$796K 0.01%
+2,014
921
$794K 0.01%
8,723
+5,903
922
$793K 0.01%
25,141
-4,879
923
$793K 0.01%
7,144
+1,174
924
$792K 0.01%
19,416
+10,157
925
$792K 0.01%
13,570
+765
35 36
37
38 39