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
1076
$260K ﹤0.01%
5,400
+467
1077
$259K ﹤0.01%
+1,118
1078
$257K ﹤0.01%
7,644
-2
1079
$257K ﹤0.01%
2,543
+336
1080
$256K ﹤0.01%
+311
1081
$254K ﹤0.01%
+832
1082
$254K ﹤0.01%
22,014
+2,620
1083
$253K ﹤0.01%
7,517
+103
1084
$252K ﹤0.01%
4,944
-105
1085
$252K ﹤0.01%
2,084
+160
1086
$251K ﹤0.01%
+1,816
1087
$251K ﹤0.01%
534
-17
1088
$250K ﹤0.01%
13,074
+53
1089
$249K ﹤0.01%
27,038
-1,368
1090
$248K ﹤0.01%
7,004
-4,075
1091
$247K ﹤0.01%
8,107
-562
1092
$245K ﹤0.01%
+8,938
1093
$245K ﹤0.01%
+4,853
1094
$245K ﹤0.01%
831
+165
1095
$244K ﹤0.01%
+6,254
1096
$244K ﹤0.01%
3,780
+321
1097
$244K ﹤0.01%
1,935
+68
1098
$243K ﹤0.01%
1,933
-12,306
1099
$242K ﹤0.01%
+4,984
1100
$241K ﹤0.01%
1,863
-167
42 43
44
45 46