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
1276
$199K ﹤0.01%
10,379
-3,026
1277
$189K ﹤0.01%
+12,092
1278
$186K ﹤0.01%
19,419
1279
$182K ﹤0.01%
21,516
+97
1280
$182K ﹤0.01%
12,884
-681
1281
$179K ﹤0.01%
12,639
-2,242
1282
$179K ﹤0.01%
+10,027
1283
$179K ﹤0.01%
10,404
-3,715
1284
$178K ﹤0.01%
+17,397
1285
$176K ﹤0.01%
+10,637
1286
$170K ﹤0.01%
12,500
-350
1287
$169K ﹤0.01%
15,923
+2,103
1288
$154K ﹤0.01%
18,623
+2,274
1289
$149K ﹤0.01%
28,744
+793
1290
$149K ﹤0.01%
10,389
-62
1291
$148K ﹤0.01%
+135
1292
$147K ﹤0.01%
14,763
-124
1293
$142K ﹤0.01%
3,698
-90
1294
$141K ﹤0.01%
+22,203
1295
$138K ﹤0.01%
10,715
+652
1296
$132K ﹤0.01%
13,646
+305
1297
$131K ﹤0.01%
16,641
+6,345
1298
$130K ﹤0.01%
11,566
+715
1299
$129K ﹤0.01%
32,472
-2,762
1300
$126K ﹤0.01%
17,033
-2,215
50 51
52
53 54