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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$508K 0.01%
6,684
-569
952
$507K 0.01%
11,409
-19,463
953
$506K 0.01%
15,105
+1,954
954
$505K 0.01%
15,101
+1,024
955
$505K 0.01%
4,687
-321
956
$505K 0.01%
32,691
-8,375
957
$503K 0.01%
9,058
+634
958
$502K 0.01%
15,211
+2,790
959
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16,917
-4,013
960
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3,519
-2,193
961
$497K 0.01%
2,023
962
$494K 0.01%
1,874
+179
963
$494K 0.01%
+7,050
964
$494K 0.01%
9,925
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965
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7,105
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$493K 0.01%
9,268
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967
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7,351
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969
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4,018
-30
970
$488K 0.01%
2,808
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971
$487K 0.01%
1,975
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972
$485K 0.01%
7,150
+260
973
$485K 0.01%
2,283
+310
974
$484K 0.01%
+21,440
975
$483K 0.01%
10,874
-242
37 38
39
40 41