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
1151
$481K ﹤0.01%
15,751
+1,668
1152
$481K ﹤0.01%
12,147
-310
1153
$479K ﹤0.01%
14,086
+666
1154
$478K ﹤0.01%
5,778
-646
1155
$477K ﹤0.01%
16,618
+5,090
1156
$473K ﹤0.01%
22,280
-5,530
1157
$473K ﹤0.01%
7,733
+295
1158
$469K ﹤0.01%
+5,754
1159
$468K ﹤0.01%
18,203
-466
1160
$468K ﹤0.01%
5,795
+2,146
1161
$466K ﹤0.01%
55,593
+5,212
1162
$463K ﹤0.01%
+4,903
1163
$463K ﹤0.01%
8,094
-331
1164
$461K ﹤0.01%
24,032
+1,811
1165
$461K ﹤0.01%
2,637
+1,122
1166
$460K ﹤0.01%
7,592
+258
1167
$455K ﹤0.01%
6,867
+87
1168
$454K ﹤0.01%
19,668
+493
1169
$453K ﹤0.01%
9,605
-688
1170
$453K ﹤0.01%
6,648
-685
1171
$450K ﹤0.01%
15,796
+8,275
1172
$449K ﹤0.01%
17,252
-1,684
1173
$448K ﹤0.01%
1,749
+219
1174
$448K ﹤0.01%
7,423
+3,282
1175
$448K ﹤0.01%
1,817
-553
45 46
47
48 49