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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$535K ﹤0.01%
23,280
-3,373
1277
$533K ﹤0.01%
4,769
-4,560
1278
$533K ﹤0.01%
+23,589
1279
$532K ﹤0.01%
+71,293
1280
$532K ﹤0.01%
+18,225
1281
$531K ﹤0.01%
11,445
+820
1282
$530K ﹤0.01%
375
1283
$530K ﹤0.01%
16,129
-2,994
1284
$529K ﹤0.01%
+85,128
1285
$528K ﹤0.01%
4,666
+948
1286
$528K ﹤0.01%
262
-25
1287
$528K ﹤0.01%
18,702
-4,158
1288
$528K ﹤0.01%
57,240
-291
1289
$527K ﹤0.01%
86,238
+18,290
1290
$526K ﹤0.01%
+15,345
1291
$526K ﹤0.01%
8,914
+686
1292
$525K ﹤0.01%
7,198
+544
1293
$525K ﹤0.01%
17,308
1294
$525K ﹤0.01%
8,702
-19,750
1295
$523K ﹤0.01%
10,575
+2
1296
$521K ﹤0.01%
21,614
+6,474
1297
$521K ﹤0.01%
31,735
-49,675
1298
$518K ﹤0.01%
+51,331
1299
$518K ﹤0.01%
10,969
-6,490
1300
$516K ﹤0.01%
8,839
-305
50 51
52
53 54