AWM

AE Wealth Management Portfolio holdings

AUM $13.7B
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.45B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,369
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$46.6M
3
+$43.9M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$41.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.1M

Top Sells

1
+$169M
2
+$43.1M
3
+$33.2M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$28.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24.2M

Sector Composition

1 Technology 7.93%
2 Consumer Discretionary 3.45%
3 Financials 3.42%
4 Healthcare 3.15%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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