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
$8.8B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$45.5M
3
+$44.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$41.7M

Top Sells

1
+$65.2M
2
+$48.7M
3
+$32.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$25.2M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$16.8M

Sector Composition

1 Technology 8.45%
2 Consumer Discretionary 3.81%
3 Financials 3.64%
4 Healthcare 3.17%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$233K ﹤0.01%
11,210
-147
1227
$233K ﹤0.01%
4,659
-19,749
1228
$233K ﹤0.01%
24,613
+7,318
1229
$232K ﹤0.01%
+6,149
1230
$232K ﹤0.01%
+3,298
1231
$231K ﹤0.01%
+6,148
1232
$230K ﹤0.01%
+6,951
1233
$230K ﹤0.01%
+8,770
1234
$228K ﹤0.01%
+3,815
1235
$228K ﹤0.01%
12,751
+2,467
1236
$227K ﹤0.01%
15,603
+2,051
1237
$227K ﹤0.01%
+2,864
1238
$226K ﹤0.01%
+6,362
1239
$225K ﹤0.01%
+462
1240
$225K ﹤0.01%
6,023
-20,433
1241
$224K ﹤0.01%
+5,054
1242
$224K ﹤0.01%
+865
1243
$224K ﹤0.01%
1,320
+60
1244
$223K ﹤0.01%
+1,867
1245
$223K ﹤0.01%
+4,972
1246
$222K ﹤0.01%
+6,662
1247
$220K ﹤0.01%
+2,254
1248
$220K ﹤0.01%
+2,442
1249
$219K ﹤0.01%
609
-123
1250
$218K ﹤0.01%
2,176
+80
48 49
50
51 52