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
1026
$502K 0.01%
+6,155
1027
$501K 0.01%
27,810
-5,420
1028
$501K 0.01%
3,788
-6,823
1029
$500K 0.01%
+10,839
1030
$499K 0.01%
19,808
-259
1031
$498K 0.01%
15,336
-726
1032
$498K 0.01%
12,280
-2,931
1033
$496K 0.01%
2,676
-1,720
1034
$495K 0.01%
15,871
+1,640
1035
$494K 0.01%
+6,705
1036
$490K ﹤0.01%
+2,609
1037
$490K ﹤0.01%
+15,091
1038
$489K ﹤0.01%
+8,232
1039
$486K ﹤0.01%
19,395
-2,885
1040
$485K ﹤0.01%
+9,736
1041
$485K ﹤0.01%
3,437
-1,598
1042
$483K ﹤0.01%
2,554
+723
1043
$482K ﹤0.01%
11,846
-388
1044
$482K ﹤0.01%
+8,425
1045
$480K ﹤0.01%
+6,198
1046
$477K ﹤0.01%
+19,221
1047
$476K ﹤0.01%
18,936
-3,832
1048
$475K ﹤0.01%
2,044
+94
1049
$475K ﹤0.01%
+5,294
1050
$475K ﹤0.01%
1,696
-178
40 41
42
43 44