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
951
$1.08M 0.01%
24,666
+48
952
$1.08M 0.01%
4,603
-1,100
953
$1.08M 0.01%
24,397
-2,545
954
$1.08M 0.01%
24,813
-11,082
955
$1.07M 0.01%
13,476
+3,848
956
$1.07M 0.01%
96,107
-11,910
957
$1.06M 0.01%
29,135
-298
958
$1.05M 0.01%
18,982
+1,432
959
$1.05M 0.01%
10,007
+1,165
960
$1.05M 0.01%
16,026
-912
961
$1.05M 0.01%
21,863
-13,043
962
$1.05M 0.01%
+31,813
963
$1.04M 0.01%
14,696
+1,413
964
$1.04M 0.01%
34,665
-4,448
965
$1.03M 0.01%
25,019
+3,471
966
$1.03M 0.01%
9,188
+3,492
967
$1.03M 0.01%
33,024
+1,648
968
$1.03M 0.01%
36,528
+2,378
969
$1.02M 0.01%
53,663
+11,075
970
$1.02M 0.01%
20,236
-663
971
$1.02M 0.01%
71,890
-5,600
972
$1.02M 0.01%
6,602
+734
973
$1.02M 0.01%
42,145
+20,684
974
$1.01M 0.01%
7,656
-1,648
975
$1.01M 0.01%
20,231
+8,090
37 38
39
40 41