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
926
$623K 0.01%
25,183
+1,759
927
$622K 0.01%
3,326
+55
928
$621K 0.01%
5,258
+1,152
929
$621K 0.01%
9,852
+1,230
930
$619K 0.01%
7,459
+751
931
$619K 0.01%
+6,424
932
$616K 0.01%
18,127
+291
933
$614K 0.01%
48,637
+23,464
934
$613K 0.01%
46,458
+25,386
935
$613K 0.01%
13,368
-798,807
936
$612K 0.01%
12,116
+1,242
937
$610K 0.01%
9,591
-1,244
938
$607K 0.01%
8,871
-1,514
939
$606K 0.01%
6,348
-1,994
940
$604K 0.01%
+8,157
941
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10,015
-744
942
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11,436
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943
$598K 0.01%
5,896
-1,470
944
$598K 0.01%
3,985
-259
945
$598K 0.01%
+4,767
946
$596K 0.01%
4,890
-9,772
947
$596K 0.01%
+11,075
948
$592K 0.01%
10,202
-10,459
949
$591K 0.01%
+31,755
950
$591K 0.01%
24,063
+174
36 37
38
39 40