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
901
$466K ﹤0.01%
14,383
+367
902
$465K ﹤0.01%
3,520
+1,226
903
$463K ﹤0.01%
10,296
+459
904
$461K ﹤0.01%
8,084
+972
905
$460K ﹤0.01%
816
+321
906
$458K ﹤0.01%
+20,480
907
$458K ﹤0.01%
11,905
+4,898
908
$458K ﹤0.01%
19,658
-100,280
909
$456K ﹤0.01%
1,553
+278
910
$454K ﹤0.01%
+11,520
911
$450K ﹤0.01%
14,463
-888
912
$449K ﹤0.01%
13,528
+1,505
913
$442K ﹤0.01%
+5,786
914
$440K ﹤0.01%
8,096
-139
915
$437K ﹤0.01%
14,768
+3,291
916
$436K ﹤0.01%
2,586
-67
917
$436K ﹤0.01%
7,347
-334
918
$435K ﹤0.01%
5,601
-206
919
$435K ﹤0.01%
7,512
+2,270
920
$431K ﹤0.01%
3,267
-3,060
921
$431K ﹤0.01%
24,741
-1,299
922
$430K ﹤0.01%
16,695
-5,704
923
$430K ﹤0.01%
17,368
+8,568
924
$430K ﹤0.01%
6,292
+2,801
925
$429K ﹤0.01%
9,033
+1,138
35 36
37
38 39