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
$6.99B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$54.3M
3
+$42.5M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$24.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$21.5M

Top Sells

1
+$89M
2
+$32.5M
3
+$32M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$26.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$24.7M

Sector Composition

1 Technology 8.75%
2 Consumer Discretionary 4.34%
3 Financials 3.58%
4 Healthcare 3.41%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$9K ﹤0.01%
+1,463
1252
$4K ﹤0.01%
13,181
+1,175
1253
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-23,934
1254
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1255
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1256
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1257
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1258
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-8,182
1259
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1260
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1261
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-59,744
1262
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-4,745
1263
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-6,297
1264
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-27,612
1265
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-99,924
1266
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-125,094
1267
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1268
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1269
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1270
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1271
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1272
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1273
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1274
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1275
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-106,195
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