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
926
$1.15M 0.01%
8,041
-1,063
927
$1.15M 0.01%
6,224
-837
928
$1.15M 0.01%
19,598
+1,063
929
$1.15M 0.01%
44,028
-17,018
930
$1.14M 0.01%
22,188
+3,315
931
$1.14M 0.01%
96,249
-66,915
932
$1.14M 0.01%
39,295
+18,320
933
$1.14M 0.01%
15,981
+1,403
934
$1.14M 0.01%
32,802
+1,974
935
$1.13M 0.01%
3,549
-1,576
936
$1.13M 0.01%
9,165
-151
937
$1.12M 0.01%
+27,497
938
$1.11M 0.01%
5,797
-1,852
939
$1.11M 0.01%
43,243
-23,024
940
$1.11M 0.01%
12,673
+1,304
941
$1.11M 0.01%
59,691
+3,339
942
$1.11M 0.01%
50,083
-6,035
943
$1.1M 0.01%
56,189
-77,918
944
$1.1M 0.01%
16,930
+2,191
945
$1.1M 0.01%
9,962
+7,258
946
$1.1M 0.01%
24,587
+8,789
947
$1.09M 0.01%
39,045
+9,299
948
$1.09M 0.01%
22,473
+3,640
949
$1.09M 0.01%
9,806
+6,050
950
$1.09M 0.01%
+24,796
36 37
38
39 40