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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$321K ﹤0.01%
3,831
-26
1227
$320K ﹤0.01%
+1,474
1228
$317K ﹤0.01%
19,662
-186
1229
$315K ﹤0.01%
6,330
+342
1230
$314K ﹤0.01%
1,043
-185
1231
$314K ﹤0.01%
+15,167
1232
$313K ﹤0.01%
7,333
+38
1233
$312K ﹤0.01%
23,450
1234
$312K ﹤0.01%
2,436
-2,632
1235
$308K ﹤0.01%
255
-65
1236
$308K ﹤0.01%
+9,438
1237
$306K ﹤0.01%
+1,925
1238
$306K ﹤0.01%
+3,278
1239
$306K ﹤0.01%
6,630
+1,475
1240
$305K ﹤0.01%
8,476
-2,699
1241
$305K ﹤0.01%
2,480
+626
1242
$304K ﹤0.01%
517
+178
1243
$303K ﹤0.01%
4,749
+722
1244
$303K ﹤0.01%
3,645
-258
1245
$302K ﹤0.01%
+21,333
1246
$302K ﹤0.01%
4,740
-22,477
1247
$299K ﹤0.01%
44,864
-16,098
1248
$299K ﹤0.01%
+13,896
1249
$297K ﹤0.01%
+9,331
1250
$297K ﹤0.01%
4,553
-1,153
48 49
50
51 52