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
1126
$223K ﹤0.01%
+9,841
1127
$222K ﹤0.01%
2,695
-75,670
1128
$222K ﹤0.01%
19,333
+895
1129
$221K ﹤0.01%
4,550
+153
1130
$221K ﹤0.01%
+4,025
1131
$220K ﹤0.01%
2,501
+221
1132
$220K ﹤0.01%
+6,278
1133
$220K ﹤0.01%
+10,715
1134
$219K ﹤0.01%
11,114
-1,139
1135
$217K ﹤0.01%
+6,788
1136
$217K ﹤0.01%
+2,759
1137
$217K ﹤0.01%
1,659
+92
1138
$216K ﹤0.01%
+39,413
1139
$216K ﹤0.01%
+11,036
1140
$216K ﹤0.01%
+967
1141
$215K ﹤0.01%
3,349
-4
1142
$214K ﹤0.01%
+12,690
1143
$214K ﹤0.01%
+2,707
1144
$213K ﹤0.01%
5,626
-1,097
1145
$212K ﹤0.01%
+7,988
1146
$212K ﹤0.01%
+9,630
1147
$212K ﹤0.01%
+3,084
1148
$211K ﹤0.01%
+4,891
1149
$210K ﹤0.01%
3,998
-75,151
1150
$209K ﹤0.01%
941
+143
44 45
46
47 48