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
1176
$447K ﹤0.01%
5,195
-459
1177
$447K ﹤0.01%
+20,880
1178
$444K ﹤0.01%
5,492
-49
1179
$444K ﹤0.01%
15,548
-2,703
1180
$444K ﹤0.01%
+9,921
1181
$442K ﹤0.01%
17,331
-2,064
1182
$442K ﹤0.01%
69,654
-2,332
1183
$441K ﹤0.01%
12,511
-3,602
1184
$441K ﹤0.01%
7,367
-5,789
1185
$441K ﹤0.01%
5,374
+402
1186
$440K ﹤0.01%
11,480
-23,761
1187
$440K ﹤0.01%
11,821
+493
1188
$438K ﹤0.01%
7,470
-21,138
1189
$435K ﹤0.01%
+23,611
1190
$433K ﹤0.01%
3,695
-91
1191
$433K ﹤0.01%
4,831
-161
1192
$433K ﹤0.01%
+5,333
1193
$431K ﹤0.01%
27,429
-6,674
1194
$431K ﹤0.01%
+5,384
1195
$431K ﹤0.01%
15,533
+4,440
1196
$431K ﹤0.01%
+14,079
1197
$430K ﹤0.01%
3,459
+395
1198
$430K ﹤0.01%
8,996
+773
1199
$429K ﹤0.01%
11,092
-2,392
1200
$428K ﹤0.01%
15,724
-17,334
46 47
48
49 50