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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$371K ﹤0.01%
3,472
-584
1252
$371K ﹤0.01%
7,828
+100
1253
$371K ﹤0.01%
32,401
-3,339
1254
$370K ﹤0.01%
10,823
-1,035
1255
$370K ﹤0.01%
1,528
+318
1256
$369K ﹤0.01%
6,208
-6,137
1257
$368K ﹤0.01%
5,251
+698
1258
$367K ﹤0.01%
6,408
-4
1259
$366K ﹤0.01%
35,027
+1,172
1260
$366K ﹤0.01%
14,280
-9,783
1261
$366K ﹤0.01%
2,991
-1,776
1262
$365K ﹤0.01%
5,198
-13,032
1263
$363K ﹤0.01%
9,633
+2,303
1264
$361K ﹤0.01%
3,089
-679
1265
$361K ﹤0.01%
9,433
+2,234
1266
$360K ﹤0.01%
+20,605
1267
$359K ﹤0.01%
12,821
-8,501
1268
$359K ﹤0.01%
20,369
1269
$358K ﹤0.01%
33,764
+999
1270
$358K ﹤0.01%
3,429
-1,671
1271
$357K ﹤0.01%
+4,078
1272
$355K ﹤0.01%
28,416
+201
1273
$354K ﹤0.01%
+9,763
1274
$352K ﹤0.01%
+11,644
1275
$351K ﹤0.01%
+16,725
49 50
51
52 53