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
1101
$240K ﹤0.01%
3,899
-390
1102
$240K ﹤0.01%
+2,448
1103
$239K ﹤0.01%
+1,173
1104
$239K ﹤0.01%
5,136
-1,678
1105
$238K ﹤0.01%
1,742
-130
1106
$236K ﹤0.01%
+4,627
1107
$236K ﹤0.01%
+5,627
1108
$234K ﹤0.01%
+7,585
1109
$233K ﹤0.01%
2,493
+279
1110
$233K ﹤0.01%
1,802
+100
1111
$232K ﹤0.01%
4,528
-11
1112
$231K ﹤0.01%
78
-4
1113
$231K ﹤0.01%
2,321
-273
1114
$230K ﹤0.01%
+5,100
1115
$230K ﹤0.01%
+6,213
1116
$229K ﹤0.01%
20,540
-227,121
1117
$229K ﹤0.01%
+4,089
1118
$228K ﹤0.01%
2,780
-17,914
1119
$228K ﹤0.01%
+540
1120
$228K ﹤0.01%
4,793
+70
1121
$227K ﹤0.01%
+8,725
1122
$226K ﹤0.01%
+7,424
1123
$226K ﹤0.01%
556
+16
1124
$226K ﹤0.01%
+3,211
1125
$225K ﹤0.01%
16,803
+3,178
43 44
45
46 47