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
951
$1.72M 0.01%
75,609
-181,931
952
$1.72M 0.01%
+51,409
953
$1.72M 0.01%
13,942
-31,679
954
$1.72M 0.01%
34,411
-32,003
955
$1.71M 0.01%
17,125
-2,798
956
$1.71M 0.01%
104,352
+88,176
957
$1.71M 0.01%
92,287
+5,658
958
$1.7M 0.01%
36,585
-9,124
959
$1.7M 0.01%
33,635
-11,782
960
$1.7M 0.01%
23,229
-5,142
961
$1.69M 0.01%
27,317
+4,177
962
$1.66M 0.01%
32,851
+22,299
963
$1.66M 0.01%
31,141
-137,630
964
$1.65M 0.01%
15,728
+2,756
965
$1.65M 0.01%
36,891
-1,415
966
$1.65M 0.01%
69,622
+6,736
967
$1.65M 0.01%
53,230
+6,492
968
$1.64M 0.01%
5,951
+1,949
969
$1.64M 0.01%
75,731
+54,876
970
$1.63M 0.01%
10,718
+2,405
971
$1.62M 0.01%
37,535
+8,235
972
$1.62M 0.01%
8,518
+2,676
973
$1.61M 0.01%
+4,252
974
$1.61M 0.01%
46,199
+10,744
975
$1.61M 0.01%
17,084
-7,014
37 38
39
40 41