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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$559K 0.01%
2,867
+59
977
$557K 0.01%
+6,824
978
$554K 0.01%
5,809
-3,917
979
$554K 0.01%
4,951
+653
980
$554K 0.01%
+5,804
981
$553K 0.01%
20,111
+11,341
982
$551K 0.01%
+14,176
983
$551K 0.01%
+20,542
984
$550K 0.01%
+10,502
985
$548K 0.01%
16,113
-18,706
986
$548K 0.01%
+1,879
987
$546K 0.01%
12,982
-3,000
988
$545K 0.01%
7,368
+339
989
$543K 0.01%
1,181
-419
990
$541K 0.01%
6,732
-15,391
991
$538K 0.01%
4,718
+123
992
$538K 0.01%
+11,954
993
$534K 0.01%
124,544
+47,742
994
$533K 0.01%
+11,129
995
$532K 0.01%
+60,850
996
$532K 0.01%
+2,522
997
$532K 0.01%
+11,759
998
$532K 0.01%
7,716
+1,220
999
$531K 0.01%
3,728
+451
1000
$530K 0.01%
+38,376
38 39
40
41 42