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
1301
$267K ﹤0.01%
962
-39
1302
$266K ﹤0.01%
+8,341
1303
$265K ﹤0.01%
14,853
-1,508
1304
$262K ﹤0.01%
+18,597
1305
$261K ﹤0.01%
7,330
-1,209
1306
$261K ﹤0.01%
5,104
1307
$260K ﹤0.01%
+8,426
1308
$260K ﹤0.01%
9,576
-85
1309
$257K ﹤0.01%
895
+13
1310
$256K ﹤0.01%
6,469
-2,913
1311
$254K ﹤0.01%
6,362
1312
$252K ﹤0.01%
+14,604
1313
$252K ﹤0.01%
+4,223
1314
$252K ﹤0.01%
4,152
+42
1315
$252K ﹤0.01%
+6,700
1316
$252K ﹤0.01%
7,506
+651
1317
$250K ﹤0.01%
+7,945
1318
$250K ﹤0.01%
4,642
-576
1319
$250K ﹤0.01%
13,684
+1,661
1320
$249K ﹤0.01%
+3,713
1321
$249K ﹤0.01%
1,376
-115
1322
$248K ﹤0.01%
5,055
+1
1323
$248K ﹤0.01%
+2,915
1324
$247K ﹤0.01%
5,549
-1,926
1325
$247K ﹤0.01%
+2,820
51 52
53
54 55