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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$518K ﹤0.01%
20,783
+1,562
1127
$514K ﹤0.01%
11,308
+1,781
1128
$514K ﹤0.01%
6,181
+113
1129
$513K ﹤0.01%
2,683
-184
1130
$512K ﹤0.01%
16,879
-9,704
1131
$512K ﹤0.01%
9,605
+250
1132
$512K ﹤0.01%
+28,312
1133
$508K ﹤0.01%
16,807
+3,575
1134
$506K ﹤0.01%
124,964
+420
1135
$504K ﹤0.01%
14,676
-408
1136
$504K ﹤0.01%
11,330
+3,654
1137
$504K ﹤0.01%
+5,730
1138
$500K ﹤0.01%
+8,480
1139
$495K ﹤0.01%
1,990
-54
1140
$493K ﹤0.01%
9,453
+1,794
1141
$492K ﹤0.01%
+15,480
1142
$489K ﹤0.01%
9,344
+1,208
1143
$488K ﹤0.01%
8,556
+1,061
1144
$488K ﹤0.01%
48,942
+5,224
1145
$487K ﹤0.01%
10,408
+1,112
1146
$486K ﹤0.01%
18,389
+1,925
1147
$484K ﹤0.01%
33,866
+7,893
1148
$483K ﹤0.01%
4,374
+438
1149
$483K ﹤0.01%
10,429
+571
1150
$482K ﹤0.01%
38,344
-8,114
44 45
46
47 48