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
1251
$218K ﹤0.01%
+2,297
1252
$218K ﹤0.01%
+5,769
1253
$217K ﹤0.01%
2,597
-787
1254
$217K ﹤0.01%
1,239
-69
1255
$217K ﹤0.01%
9,915
-6,699
1256
$216K ﹤0.01%
+6,726
1257
$215K ﹤0.01%
110,500
+8,500
1258
$215K ﹤0.01%
+6,889
1259
$215K ﹤0.01%
+4,110
1260
$215K ﹤0.01%
+12,023
1261
$215K ﹤0.01%
+6,855
1262
$214K ﹤0.01%
+6,014
1263
$214K ﹤0.01%
+7,645
1264
$213K ﹤0.01%
3,281
-666
1265
$212K ﹤0.01%
+1,209
1266
$212K ﹤0.01%
16,141
+233
1267
$210K ﹤0.01%
+18,098
1268
$210K ﹤0.01%
9,252
-12,200
1269
$210K ﹤0.01%
+339
1270
$208K ﹤0.01%
621
+60
1271
$206K ﹤0.01%
+3,893
1272
$205K ﹤0.01%
+23,291
1273
$204K ﹤0.01%
+6,282
1274
$204K ﹤0.01%
+9,014
1275
$203K ﹤0.01%
+12,120
49 50
51
52 53