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
1201
$86.7K ﹤0.01%
+14,335
1202
$82.3K ﹤0.01%
11,147
+1,146
1203
$81.9K ﹤0.01%
2,892
+1,105
1204
$81.3K ﹤0.01%
+14,566
1205
$81.1K ﹤0.01%
+11,616
1206
$80.1K ﹤0.01%
15,001
-1,100
1207
$80K ﹤0.01%
+14,473
1208
$76.8K ﹤0.01%
17,145
-9,109
1209
$74.8K ﹤0.01%
+10,210
1210
$74.6K ﹤0.01%
+17,921
1211
$74K ﹤0.01%
11,935
1212
$63.9K ﹤0.01%
+18,116
1213
$54.5K ﹤0.01%
+3,388
1214
$50.2K ﹤0.01%
+10,847
1215
$49.9K ﹤0.01%
12,644
+1,108
1216
$46.8K ﹤0.01%
+15,249
1217
$40.7K ﹤0.01%
4,209
-335,254
1218
$35.6K ﹤0.01%
+15,825
1219
$31K ﹤0.01%
+10,361
1220
$30.9K ﹤0.01%
10,520
1221
$28.3K ﹤0.01%
19,100
1222
$27.1K ﹤0.01%
+10,121
1223
$19.4K ﹤0.01%
750
1224
$18.1K ﹤0.01%
+10,447
1225
$11.8K ﹤0.01%
17,037
-3,384
47 48
49
50 51