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
951
$389K ﹤0.01%
3,609
+319
952
$389K ﹤0.01%
+8,016
953
$388K ﹤0.01%
4,464
+404
954
$387K ﹤0.01%
5,273
+756
955
$387K ﹤0.01%
30,597
+14,641
956
$385K ﹤0.01%
10,808
+3,042
957
$384K ﹤0.01%
13,171
+2,005
958
$383K ﹤0.01%
+13,305
959
$383K ﹤0.01%
4,348
-18,318
960
$379K ﹤0.01%
9,066
+7
961
$378K ﹤0.01%
8,448
-400
962
$378K ﹤0.01%
2,996
+1,547
963
$377K ﹤0.01%
5,501
+1,261
964
$375K ﹤0.01%
4,790
+86
965
$375K ﹤0.01%
+13,462
966
$374K ﹤0.01%
1,898
-876
967
$374K ﹤0.01%
32,384
-5,432
968
$371K ﹤0.01%
+38,113
969
$369K ﹤0.01%
2,303
+393
970
$368K ﹤0.01%
+6,384
971
$368K ﹤0.01%
57,378
-950,766
972
$368K ﹤0.01%
+1,534
973
$367K ﹤0.01%
10,863
+4,746
974
$366K ﹤0.01%
3,559
-46,875
975
$365K ﹤0.01%
241,879
+16,793
37 38
39
40 41