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
1251
$297K ﹤0.01%
27,972
+3,359
1252
$296K ﹤0.01%
21,518
+4,877
1253
$295K ﹤0.01%
17,208
+2,471
1254
$295K ﹤0.01%
1,614
-2,239
1255
$295K ﹤0.01%
6,783
+57
1256
$293K ﹤0.01%
13,777
+2,567
1257
$293K ﹤0.01%
+2,264
1258
$291K ﹤0.01%
2,558
+304
1259
$291K ﹤0.01%
+5,925
1260
$291K ﹤0.01%
2,347
-1,172
1261
$290K ﹤0.01%
2,179
+11
1262
$290K ﹤0.01%
2,032
-96
1263
$289K ﹤0.01%
2,298
-635
1264
$289K ﹤0.01%
+1,246
1265
$288K ﹤0.01%
4,160
-909
1266
$287K ﹤0.01%
12,141
-1,880
1267
$287K ﹤0.01%
6,150
-132
1268
$286K ﹤0.01%
+18,327
1269
$286K ﹤0.01%
18,232
+835
1270
$285K ﹤0.01%
7,784
-1,188
1271
$284K ﹤0.01%
8,945
-37,539
1272
$283K ﹤0.01%
11,093
+873
1273
$283K ﹤0.01%
12,396
-1,076
1274
$282K ﹤0.01%
4,463
-53,752
1275
$281K ﹤0.01%
18,213
+651
49 50
51
52 53