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
1151
$209K ﹤0.01%
4,570
-259
1152
$208K ﹤0.01%
13,655
+220
1153
$208K ﹤0.01%
+8,630
1154
$208K ﹤0.01%
+5,902
1155
$208K ﹤0.01%
5,606
-68
1156
$206K ﹤0.01%
3,926
-657
1157
$205K ﹤0.01%
1,001
+143
1158
$205K ﹤0.01%
2,878
-1,138
1159
$204K ﹤0.01%
2,903
-17,792
1160
$204K ﹤0.01%
+6,907
1161
$204K ﹤0.01%
21,538
+1,735
1162
$203K ﹤0.01%
7,433
-5,849
1163
$202K ﹤0.01%
20,289
-19,618
1164
$202K ﹤0.01%
+3,293
1165
$202K ﹤0.01%
+2,118
1166
$202K ﹤0.01%
1,863
+127
1167
$201K ﹤0.01%
2,054
-1,655
1168
$201K ﹤0.01%
+1,203
1169
$200K ﹤0.01%
+1,018
1170
$200K ﹤0.01%
1,545
-61
1171
$200K ﹤0.01%
11,199
+257
1172
$200K ﹤0.01%
+10,657
1173
$196K ﹤0.01%
+10,453
1174
$180K ﹤0.01%
11,684
-369
1175
$177K ﹤0.01%
16,182
+5,992
45 46
47
48 49