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
976
$481K 0.01%
+13,005
977
$480K 0.01%
13,897
-5,912
978
$478K 0.01%
14,438
+929
979
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7,029
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$477K 0.01%
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981
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19,328
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982
$476K 0.01%
17,915
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983
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9,737
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984
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39,800
+1,301
985
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987
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11,136
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20,067
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989
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13,869
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990
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992
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9,050
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5,327
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995
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996
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23,424
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$450K 0.01%
10,345
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998
$449K 0.01%
3,842
-4,121
999
$449K 0.01%
10,095
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1000
$449K 0.01%
17,626
+7,551
38 39
40
41 42