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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$352K ﹤0.01%
11,701
+79
1077
$351K ﹤0.01%
+2,168
1078
$351K ﹤0.01%
+8,716
1079
$349K ﹤0.01%
10,980
+540
1080
$349K ﹤0.01%
+3,987
1081
$347K ﹤0.01%
53,032
+3,746
1082
$347K ﹤0.01%
+1,551
1083
$347K ﹤0.01%
6,932
-1,464
1084
$346K ﹤0.01%
7,475
+1,780
1085
$345K ﹤0.01%
32,774
+1,327
1086
$343K ﹤0.01%
10,525
+375
1087
$341K ﹤0.01%
2,933
+474
1088
$341K ﹤0.01%
9,382
+2,562
1089
$340K ﹤0.01%
704
-1,436
1090
$339K ﹤0.01%
7,273
+743
1091
$338K ﹤0.01%
+14,231
1092
$338K ﹤0.01%
6,831
+1,454
1093
$338K ﹤0.01%
59,140
+6,098
1094
$337K ﹤0.01%
2,549
-102
1095
$337K ﹤0.01%
20,369
1096
$337K ﹤0.01%
53,691
+129
1097
$337K ﹤0.01%
4,630
-2,022
1098
$336K ﹤0.01%
10,196
-345
1099
$336K ﹤0.01%
6,826
-1,923
1100
$335K ﹤0.01%
+9,859
42 43
44
45 46