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
926
$550K 0.01%
16,281
+5,379
927
$547K 0.01%
6,339
+1,173
928
$545K 0.01%
3,431
-622
929
$539K 0.01%
+6,708
930
$537K 0.01%
10,760
-1,656
931
$535K 0.01%
23,095
+65
932
$534K 0.01%
7,985
+517
933
$533K 0.01%
+21,264
934
$533K 0.01%
3,995
-1,096
935
$531K 0.01%
25,066
-6,106
936
$526K 0.01%
24,098
-1,362
937
$525K 0.01%
+8,890
938
$525K 0.01%
13,018
+2,927
939
$524K 0.01%
30,161
+5,710
940
$523K 0.01%
14,759
-48
941
$521K 0.01%
12,879
+251
942
$519K 0.01%
20,539
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943
$519K 0.01%
8,622
-4,353
944
$519K 0.01%
12,285
-314
945
$518K 0.01%
4,746
+1,418
946
$518K 0.01%
4,184
+728
947
$513K 0.01%
+36,895
948
$513K 0.01%
3,271
-1,056
949
$510K 0.01%
2,499
-24
950
$508K 0.01%
+3,811
36 37
38
39 40