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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$941K ﹤0.01%
8,328
-187
1177
$940K ﹤0.01%
27,885
-2,465,684
1178
$940K ﹤0.01%
78,756
+21,817
1179
$938K ﹤0.01%
25,193
+375
1180
$927K ﹤0.01%
19,667
-1,145
1181
$927K ﹤0.01%
28,287
+2,295
1182
$926K ﹤0.01%
13,978
+642
1183
$926K ﹤0.01%
9,908
+1,941
1184
$925K ﹤0.01%
102,052
+933
1185
$924K ﹤0.01%
13,930
+8,346
1186
$922K ﹤0.01%
5,311
-996
1187
$919K ﹤0.01%
28,749
-243
1188
$919K ﹤0.01%
21,601
-2,978
1189
$917K ﹤0.01%
9,251
+1,285
1190
$916K ﹤0.01%
1,666
+25
1191
$916K ﹤0.01%
6,096
-6,728
1192
$911K ﹤0.01%
33,888
+2,424
1193
$908K ﹤0.01%
+15,806
1194
$904K ﹤0.01%
17,550
+2,734
1195
$903K ﹤0.01%
18,796
-707
1196
$903K ﹤0.01%
50,591
-3,446
1197
$902K ﹤0.01%
19,820
-20,805
1198
$899K ﹤0.01%
6,222
+1,388
1199
$897K ﹤0.01%
15,983
-13,859
1200
$896K ﹤0.01%
10,250
+1,154
46 47
48
49 50