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
1276
$350K ﹤0.01%
6,455
-1,150
1277
$349K ﹤0.01%
5,623
-4,130
1278
$349K ﹤0.01%
20,076
+414
1279
$349K ﹤0.01%
20,532
-155,753
1280
$348K ﹤0.01%
10,447
-236
1281
$347K ﹤0.01%
5,665
-260
1282
$346K ﹤0.01%
2,513
+334
1283
$346K ﹤0.01%
+14,882
1284
$346K ﹤0.01%
3,831
1285
$346K ﹤0.01%
10,519
+1,574
1286
$345K ﹤0.01%
31,630
+3,658
1287
$344K ﹤0.01%
11,546
-35,682
1288
$341K ﹤0.01%
+14,543
1289
$340K ﹤0.01%
2,017
+380
1290
$340K ﹤0.01%
28,841
+24
1291
$338K ﹤0.01%
+5,834
1292
$335K ﹤0.01%
5,745
-14,747
1293
$334K ﹤0.01%
+8,279
1294
$334K ﹤0.01%
+492
1295
$334K ﹤0.01%
+8,179
1296
$334K ﹤0.01%
31,414
-5,981
1297
$333K ﹤0.01%
+4,211
1298
$332K ﹤0.01%
3,453
-190
1299
$332K ﹤0.01%
4,550
-199
1300
$332K ﹤0.01%
3,688
+309
50 51
52
53 54