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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$427K ﹤0.01%
4,618
+594
927
$425K ﹤0.01%
1,649
-612
928
$425K ﹤0.01%
+5,985
929
$422K ﹤0.01%
17,708
+1,467
930
$418K ﹤0.01%
14,021
+230
931
$416K ﹤0.01%
+16,199
932
$416K ﹤0.01%
+3,521
933
$414K ﹤0.01%
6,382
-947
934
$413K ﹤0.01%
2,793
+392
935
$412K ﹤0.01%
2,608
-166
936
$408K ﹤0.01%
4,176
+155
937
$407K ﹤0.01%
6,545
-131
938
$406K ﹤0.01%
1,994
+674
939
$405K ﹤0.01%
+15,034
940
$403K ﹤0.01%
11,118
-363
941
$402K ﹤0.01%
+17,497
942
$401K ﹤0.01%
6,999
-640
943
$400K ﹤0.01%
3,887
+980
944
$399K ﹤0.01%
+8,036
945
$398K ﹤0.01%
2,698
+181
946
$398K ﹤0.01%
+7,777
947
$396K ﹤0.01%
+6,590
948
$394K ﹤0.01%
1,530
+142
949
$391K ﹤0.01%
1,473
950
$389K ﹤0.01%
1,240
+453
36 37
38
39 40