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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$485K ﹤0.01%
9,230
-4,100
1177
$483K ﹤0.01%
14,099
-5,187
1178
$483K ﹤0.01%
16,916
+1,120
1179
$483K ﹤0.01%
15,751
1180
$482K ﹤0.01%
2,901
+491
1181
$482K ﹤0.01%
33,815
-3,856
1182
$481K ﹤0.01%
11,343
+1,910
1183
$481K ﹤0.01%
35,487
+1,621
1184
$478K ﹤0.01%
3,496
+24
1185
$477K ﹤0.01%
7,221
-26,691
1186
$476K ﹤0.01%
8,286
+192
1187
$474K ﹤0.01%
+2,934
1188
$473K ﹤0.01%
7,226
-1,442
1189
$473K ﹤0.01%
8,652
+4,155
1190
$472K ﹤0.01%
15,378
+1,299
1191
$470K ﹤0.01%
12,700
+3,067
1192
$469K ﹤0.01%
18,478
+1,147
1193
$468K ﹤0.01%
+821
1194
$468K ﹤0.01%
5,049
+2,399
1195
$466K ﹤0.01%
55,606
+3
1196
$465K ﹤0.01%
26,214
+3,176
1197
$463K ﹤0.01%
43,470
+8,443
1198
$463K ﹤0.01%
4,538
+2,445
1199
$459K ﹤0.01%
1,694
+166
1200
$458K ﹤0.01%
17,730
+478
46 47
48
49 50