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
976
$1.01M 0.01%
+23,674
977
$1.01M 0.01%
5,921
+856
978
$1.01M 0.01%
5,620
-5,579
979
$1M 0.01%
47,475
+12,739
980
$999K 0.01%
39,827
-12,229
981
$997K 0.01%
26,971
+11,658
982
$994K 0.01%
26,102
-1,070
983
$991K 0.01%
8,572
-92
984
$986K 0.01%
23,078
-3,319
985
$986K 0.01%
13,231
-523
986
$980K 0.01%
7,309
+537
987
$977K 0.01%
9,315
+492
988
$976K 0.01%
49,854
+3,706
989
$976K 0.01%
41,804
+3,001
990
$972K 0.01%
19,190
+6,993
991
$971K 0.01%
10,940
+2,103
992
$969K 0.01%
8,495
-4,617
993
$968K 0.01%
23,464
+4,745
994
$967K 0.01%
27,335
+2,760
995
$960K 0.01%
24,761
-339
996
$959K 0.01%
51,469
+5,592
997
$958K 0.01%
14,451
-1,674
998
$957K 0.01%
2,216
+1,591
999
$957K 0.01%
6,904
+2,825
1000
$957K 0.01%
13,040
+7,214
38 39
40
41 42