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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$172K ﹤0.01%
+10,155
1177
$172K ﹤0.01%
+15,875
1178
$166K ﹤0.01%
27,193
+13,415
1179
$165K ﹤0.01%
13,468
-996
1180
$159K ﹤0.01%
19,199
+1,098
1181
$158K ﹤0.01%
26,550
+10,800
1182
$155K ﹤0.01%
10,304
-5,471
1183
$153K ﹤0.01%
14,475
-3,964
1184
$147K ﹤0.01%
+10,218
1185
$142K ﹤0.01%
22,333
+252
1186
$139K ﹤0.01%
+13,111
1187
$133K ﹤0.01%
14,476
+2,000
1188
$130K ﹤0.01%
19,600
+2,176
1189
$126K ﹤0.01%
20,575
+291
1190
$125K ﹤0.01%
+20,856
1191
$123K ﹤0.01%
+10,817
1192
$118K ﹤0.01%
+24,057
1193
$114K ﹤0.01%
12,905
+98
1194
$112K ﹤0.01%
+10,452
1195
$103K ﹤0.01%
14,916
+317
1196
$98.4K ﹤0.01%
12,188
-393
1197
$97.8K ﹤0.01%
11,143
+777
1198
$90K ﹤0.01%
20,456
+383
1199
$87.9K ﹤0.01%
+97,751
1200
$86.9K ﹤0.01%
20,174
+4,589
46 47
48
49 50