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
926
$789K 0.01%
68,874
+24,765
927
$789K 0.01%
4,083
+589
928
$786K 0.01%
1,738
+1,101
929
$784K 0.01%
+12,915
930
$782K 0.01%
8,184
+2,276
931
$779K 0.01%
86,169
-93,565
932
$778K 0.01%
4,243
+74
933
$777K 0.01%
9,321
+1,953
934
$774K 0.01%
23,015
-1,500
935
$771K 0.01%
4,009
+2,395
936
$766K 0.01%
+34,536
937
$763K 0.01%
9,564
+1,648
938
$763K 0.01%
7,810
+154
939
$761K 0.01%
32,208
+1,240
940
$760K 0.01%
17,316
+279
941
$757K 0.01%
24,683
+2,129
942
$752K 0.01%
8,948
-524
943
$752K 0.01%
37,075
+5,320
944
$752K 0.01%
20,215
+830
945
$751K 0.01%
9,121
-5,796
946
$750K 0.01%
12,424
+585
947
$748K 0.01%
23,082
-437
948
$747K 0.01%
+22,783
949
$746K 0.01%
+1,998
950
$744K 0.01%
15,062
+5,790
36 37
38
39 40