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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.87M 0.01%
16,696
+8,406
927
$1.87M 0.01%
37,489
+4,160
928
$1.86M 0.01%
18,278
+2,298
929
$1.86M 0.01%
23,643
-1,790
930
$1.86M 0.01%
47,406
+10,909
931
$1.86M 0.01%
28,588
+15,692
932
$1.85M 0.01%
67,829
+4,402
933
$1.84M 0.01%
+58,688
934
$1.83M 0.01%
20,775
+1,374
935
$1.82M 0.01%
20,411
+3,169
936
$1.81M 0.01%
3,670
-3,843
937
$1.81M 0.01%
41,502
+5,620
938
$1.8M 0.01%
4,561
+1,391
939
$1.8M 0.01%
12,929
+9,488
940
$1.8M 0.01%
3,820
+200
941
$1.8M 0.01%
6,353
-432
942
$1.79M 0.01%
+87,115
943
$1.79M 0.01%
5,780
+1,684
944
$1.78M 0.01%
23,289
+14,466
945
$1.77M 0.01%
8,466
+1,907
946
$1.76M 0.01%
+76,668
947
$1.75M 0.01%
+34,974
948
$1.74M 0.01%
29,961
-1,180
949
$1.74M 0.01%
31,602
+11,684
950
$1.72M 0.01%
36,579
+3,861
36 37
38
39 40