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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$383K ﹤0.01%
10,277
-132
1277
$381K ﹤0.01%
8,812
+518
1278
$380K ﹤0.01%
43,184
+16,539
1279
$379K ﹤0.01%
7,947
-53,002
1280
$379K ﹤0.01%
1,147
+268
1281
$377K ﹤0.01%
4,581
-88
1282
$377K ﹤0.01%
21,390
+4,557
1283
$373K ﹤0.01%
+576
1284
$372K ﹤0.01%
6,579
+171
1285
$370K ﹤0.01%
10,596
-126,526
1286
$368K ﹤0.01%
+11,289
1287
$365K ﹤0.01%
5,388
+2,011
1288
$363K ﹤0.01%
1,329
+328
1289
$361K ﹤0.01%
2,023
1290
$360K ﹤0.01%
5,974
+65
1291
$360K ﹤0.01%
+11,532
1292
$359K ﹤0.01%
20,742
+666
1293
$354K ﹤0.01%
3,708
+249
1294
$353K ﹤0.01%
10,643
+747
1295
$353K ﹤0.01%
2,150
+160
1296
$352K ﹤0.01%
4,044
-4,397
1297
$350K ﹤0.01%
28,540
+124
1298
$350K ﹤0.01%
1,754
-929
1299
$350K ﹤0.01%
4,834
-550
1300
$349K ﹤0.01%
+11,028
50 51
52
53 54