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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$725K ﹤0.01%
63,837
+488
1277
$722K ﹤0.01%
94,769
-16,868
1278
$721K ﹤0.01%
+4,061
1279
$719K ﹤0.01%
61,306
+4,621
1280
$718K ﹤0.01%
3,626
-175
1281
$717K ﹤0.01%
11,972
-48
1282
$715K ﹤0.01%
51,950
+18,235
1283
$715K ﹤0.01%
2,560
-31
1284
$711K ﹤0.01%
3,162
-11,696
1285
$710K ﹤0.01%
43,397
+30,546
1286
$702K ﹤0.01%
+15,853
1287
$702K ﹤0.01%
7,607
-25,508
1288
$699K ﹤0.01%
18,665
-1,212
1289
$693K ﹤0.01%
19,304
-38,726
1290
$690K ﹤0.01%
16,929
+8,859
1291
$689K ﹤0.01%
+5,805
1292
$687K ﹤0.01%
41,291
+2,978
1293
$685K ﹤0.01%
17,873
-10,393
1294
$685K ﹤0.01%
48,315
-1,394
1295
$678K ﹤0.01%
109,563
+8,259
1296
$676K ﹤0.01%
7,140
+493
1297
$674K ﹤0.01%
7,607
-3,471
1298
$672K ﹤0.01%
30,988
-1,438
1299
$670K ﹤0.01%
17,818
+4,042
1300
$670K ﹤0.01%
+7,586
50 51
52
53 54