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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$384K ﹤0.01%
+9,344
1152
$383K ﹤0.01%
7,333
-27,998
1153
$382K ﹤0.01%
+7,267
1154
$382K ﹤0.01%
28,817
+4
1155
$382K ﹤0.01%
37,395
+8,587
1156
$381K ﹤0.01%
+18,992
1157
$381K ﹤0.01%
6,381
-247
1158
$380K ﹤0.01%
+5,134
1159
$379K ﹤0.01%
+15,308
1160
$379K ﹤0.01%
+21,105
1161
$378K ﹤0.01%
+4,059
1162
$378K ﹤0.01%
873
+252
1163
$377K ﹤0.01%
29,402
+6,111
1164
$375K ﹤0.01%
31,547
-1,227
1165
$375K ﹤0.01%
6,610
+1,638
1166
$375K ﹤0.01%
35,740
-23
1167
$374K ﹤0.01%
2,215
-6,021
1168
$373K ﹤0.01%
+13,232
1169
$372K ﹤0.01%
2,963
-316
1170
$371K ﹤0.01%
23,862
+5,764
1171
$370K ﹤0.01%
+8,888
1172
$370K ﹤0.01%
4,082
+95
1173
$370K ﹤0.01%
+4,148
1174
$369K ﹤0.01%
22,221
+183
1175
$369K ﹤0.01%
32,765
-2,650
45 46
47
48 49