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
$3.46B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.59M
3
+$7.8M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.06M

Top Sells

1
+$44.3M
2
+$26.1M
3
+$19.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$16.1M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.43M

Sector Composition

1 Technology 6.13%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.97%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-5,473
1077
– –
-9,320
1078
– –
-1,157
40 41 42 43
44