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
1276
$281K ﹤0.01%
+5,396
1277
$280K ﹤0.01%
4,851
+490
1278
$279K ﹤0.01%
+2,521
1279
$278K ﹤0.01%
1,210
-296
1280
$278K ﹤0.01%
2,999
-31,919
1281
$278K ﹤0.01%
6,846
-5,439
1282
$277K ﹤0.01%
+9,894
1283
$277K ﹤0.01%
63,906
+4,766
1284
$276K ﹤0.01%
3,081
-621
1285
$275K ﹤0.01%
+53,863
1286
$275K ﹤0.01%
7,470
-2,063
1287
$274K ﹤0.01%
6,919
+52
1288
$274K ﹤0.01%
6,828
-3,881
1289
$273K ﹤0.01%
+7,196
1290
$272K ﹤0.01%
6,656
-933
1291
$271K ﹤0.01%
2,947
-485
1292
$270K ﹤0.01%
+11,661
1293
$270K ﹤0.01%
7,199
-27,095
1294
$270K ﹤0.01%
16,828
-1,770
1295
$270K ﹤0.01%
637
-315
1296
$270K ﹤0.01%
+10,007
1297
$269K ﹤0.01%
3,472
-1,528
1298
$268K ﹤0.01%
2,019
-248
1299
$267K ﹤0.01%
9,014
-856
1300
$267K ﹤0.01%
11,465
-867
50 51
52
53 54