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
1176
$368K ﹤0.01%
6,127
-416
1177
$367K ﹤0.01%
+7,255
1178
$367K ﹤0.01%
3,553
-83
1179
$366K ﹤0.01%
9,259
-1,651
1180
$365K ﹤0.01%
2,601
+275
1181
$364K ﹤0.01%
10,259
+63
1182
$364K ﹤0.01%
4,056
-664
1183
$363K ﹤0.01%
1,530
-21
1184
$363K ﹤0.01%
25,973
-58,436
1185
$362K ﹤0.01%
2,092
-218
1186
$362K ﹤0.01%
6,998
+66
1187
$360K ﹤0.01%
3,643
-713
1188
$359K ﹤0.01%
11,780
+3,280
1189
$359K ﹤0.01%
11,200
-18,052
1190
$359K ﹤0.01%
7,218
-1,498
1191
$358K ﹤0.01%
4,603
+375
1192
$356K ﹤0.01%
7,669
-5,336
1193
$350K ﹤0.01%
3,143
-5,575
1194
$349K ﹤0.01%
7,912
+593
1195
$348K ﹤0.01%
+3,742
1196
$346K ﹤0.01%
6,412
-419
1197
$345K ﹤0.01%
7,728
-5,151
1198
$345K ﹤0.01%
+25,632
1199
$345K ﹤0.01%
+6,093
1200
$345K ﹤0.01%
+4,609
46 47
48
49 50