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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1.24M 0.01%
17,690
-2,142
1077
$1.24M 0.01%
47,246
+5,114
1078
$1.24M 0.01%
16,177
+6,050
1079
$1.23M 0.01%
+26,493
1080
$1.23M 0.01%
20,229
-2,677
1081
$1.22M 0.01%
30,144
+2,955
1082
$1.22M 0.01%
7,222
-76
1083
$1.21M 0.01%
8,517
+2,352
1084
$1.2M 0.01%
4,159
+1,142
1085
$1.2M 0.01%
35,300
+26,670
1086
$1.2M 0.01%
21,742
-16,618
1087
$1.19M 0.01%
6,503
+71
1088
$1.19M 0.01%
+37,130
1089
$1.19M 0.01%
50,931
-12,179
1090
$1.18M 0.01%
12,910
+9,917
1091
$1.18M 0.01%
6,954
-2,766
1092
$1.18M 0.01%
16,954
+3,274
1093
$1.18M 0.01%
4,599
+2,578
1094
$1.17M 0.01%
15,073
-13,306
1095
$1.17M 0.01%
6,202
+188
1096
$1.17M 0.01%
21,952
+190
1097
$1.17M 0.01%
+27,422
1098
$1.16M 0.01%
32,172
+1,472
1099
$1.16M 0.01%
73,200
-1,585
1100
$1.15M 0.01%
13,450
-1,504
42 43
44
45 46