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
1051
$280K ﹤0.01%
4,487
-124
1052
$279K ﹤0.01%
2,034
+196
1053
$278K ﹤0.01%
4,737
+1,281
1054
$277K ﹤0.01%
15,259
+3,453
1055
$277K ﹤0.01%
8,271
+608
1056
$276K ﹤0.01%
+3,296
1057
$275K ﹤0.01%
36,968
+3,642
1058
$274K ﹤0.01%
2,417
-139
1059
$273K ﹤0.01%
36
-4
1060
$273K ﹤0.01%
37,079
+17,057
1061
$273K ﹤0.01%
19,043
+2,776
1062
$272K ﹤0.01%
5,842
-10
1063
$270K ﹤0.01%
+2,533
1064
$270K ﹤0.01%
+9,937
1065
$270K ﹤0.01%
5,189
+189
1066
$270K ﹤0.01%
2,037
-32
1067
$267K ﹤0.01%
15,574
+973
1068
$266K ﹤0.01%
3,324
+327
1069
$265K ﹤0.01%
+3,419
1070
$264K ﹤0.01%
4,540
+278
1071
$263K ﹤0.01%
+1,727
1072
$261K ﹤0.01%
22,634
-1,556
1073
$261K ﹤0.01%
2,582
-999
1074
$260K ﹤0.01%
5,831
+894
1075
$260K ﹤0.01%
+4,054
41 42
43
44 45