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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$271K ﹤0.01%
+17,562
1177
$270K ﹤0.01%
5,153
+1,138
1178
$269K ﹤0.01%
7,708
-272
1179
$269K ﹤0.01%
+7,603
1180
$268K ﹤0.01%
+2,410
1181
$268K ﹤0.01%
18,598
+1,097
1182
$268K ﹤0.01%
1,539
+64
1183
$265K ﹤0.01%
+4,174
1184
$265K ﹤0.01%
1,276
-129
1185
$264K ﹤0.01%
+5,069
1186
$263K ﹤0.01%
48,582
-17,981
1187
$261K ﹤0.01%
2,128
-66
1188
$256K ﹤0.01%
+7,589
1189
$255K ﹤0.01%
24,817
-3,126
1190
$255K ﹤0.01%
18,062
+628
1191
$254K ﹤0.01%
+1,271
1192
$252K ﹤0.01%
21,072
+2,449
1193
$252K ﹤0.01%
6,618
+324
1194
$252K ﹤0.01%
+3,969
1195
$251K ﹤0.01%
+5,218
1196
$251K ﹤0.01%
14,501
-68,026
1197
$251K ﹤0.01%
+9,661
1198
$251K ﹤0.01%
5,104
-16
1199
$250K ﹤0.01%
+2,061
1200
$250K ﹤0.01%
37,463
-25,907
46 47
48
49 50