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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1.25M 0.01%
37,412
-7,420
902
$1.25M 0.01%
41,891
+10,734
903
$1.25M 0.01%
17,622
+6,007
904
$1.25M 0.01%
9,901
-293
905
$1.24M 0.01%
35,631
-3,342
906
$1.24M 0.01%
8,501
+574
907
$1.24M 0.01%
69,866
+3,451
908
$1.23M 0.01%
111,866
+1,769
909
$1.23M 0.01%
19,573
+1,730
910
$1.23M 0.01%
5,308
-597
911
$1.22M 0.01%
26,124
+1,533
912
$1.22M 0.01%
49,516
-53,459
913
$1.22M 0.01%
56,884
-3,276
914
$1.22M 0.01%
77,403
+4,056
915
$1.21M 0.01%
6,880
+383
916
$1.21M 0.01%
36,046
+1,707
917
$1.2M 0.01%
39,684
-1,632
918
$1.2M 0.01%
10,307
-801
919
$1.19M 0.01%
21,455
-5,153
920
$1.19M 0.01%
+29,139
921
$1.18M 0.01%
7,666
+118
922
$1.17M 0.01%
3,907
+1,498
923
$1.17M 0.01%
17,239
+263
924
$1.16M 0.01%
33,527
+19,390
925
$1.15M 0.01%
18,656
-2,565
35 36
37
38 39