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
976
$365K ﹤0.01%
8,076
+508
977
$365K ﹤0.01%
16,584
-2,807
978
$363K ﹤0.01%
2,880
+1,089
979
$359K ﹤0.01%
941
+198
980
$357K ﹤0.01%
15,709
-2
981
$352K ﹤0.01%
29,022
+4,533
982
$350K ﹤0.01%
2,017
+175
983
$349K ﹤0.01%
10,333
-20
984
$347K ﹤0.01%
11,240
-356
985
$345K ﹤0.01%
1,988
+172
986
$343K ﹤0.01%
14,682
+1,947
987
$343K ﹤0.01%
+1,626
988
$341K ﹤0.01%
12,185
-2,952
989
$340K ﹤0.01%
7,045
-338
990
$340K ﹤0.01%
3,271
-131
991
$338K ﹤0.01%
+2,269
992
$338K ﹤0.01%
+22,646
993
$337K ﹤0.01%
9,143
+533
994
$334K ﹤0.01%
625
+46
995
$331K ﹤0.01%
8,932
-528
996
$330K ﹤0.01%
+2,638
997
$330K ﹤0.01%
5,754
+457
998
$329K ﹤0.01%
1,328
+295
999
$328K ﹤0.01%
7,547
-120
1000
$328K ﹤0.01%
+6,492
38 39
40
41 42