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
1201
$427K ﹤0.01%
10,581
-316
1202
$425K ﹤0.01%
55,603
+1,840
1203
$424K ﹤0.01%
12,991
+6,716
1204
$424K ﹤0.01%
12,807
+81
1205
$423K ﹤0.01%
5,649
+30
1206
$423K ﹤0.01%
10,002
-303
1207
$422K ﹤0.01%
11,460
-630
1208
$421K ﹤0.01%
+32,635
1209
$419K ﹤0.01%
23,038
-582
1210
$419K ﹤0.01%
+15,370
1211
$418K ﹤0.01%
6,072
+1,332
1212
$416K ﹤0.01%
2,410
-1,622
1213
$413K ﹤0.01%
600
1214
$409K ﹤0.01%
12,472
+70
1215
$409K ﹤0.01%
984
+339
1216
$406K ﹤0.01%
9,570
+5,147
1217
$405K ﹤0.01%
2,884
+404
1218
$404K ﹤0.01%
15,125
-992
1219
$404K ﹤0.01%
11,157
+1,833
1220
$403K ﹤0.01%
4,852
+420
1221
$401K ﹤0.01%
1,958
+326
1222
$399K ﹤0.01%
12,116
-104
1223
$392K ﹤0.01%
24,416
+9,567
1224
$391K ﹤0.01%
+17,050
1225
$391K ﹤0.01%
2,023
47 48
49
50 51