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
1326
$247K ﹤0.01%
4,800
-649,340
1327
$244K ﹤0.01%
2,049
-222,602
1328
$244K ﹤0.01%
+8,754
1329
$242K ﹤0.01%
25,530
+4,014
1330
$242K ﹤0.01%
3,787
-387
1331
$242K ﹤0.01%
3,816
-5,519
1332
$241K ﹤0.01%
4,080
-8,078
1333
$241K ﹤0.01%
+3,615
1334
$241K ﹤0.01%
4,997
-1,829
1335
$239K ﹤0.01%
+1,637
1336
$238K ﹤0.01%
386
-76
1337
$238K ﹤0.01%
6,082
-4,931
1338
$238K ﹤0.01%
2,602
+305
1339
$238K ﹤0.01%
+3,884
1340
$236K ﹤0.01%
+4,814
1341
$236K ﹤0.01%
+1,515
1342
$235K ﹤0.01%
+434
1343
$235K ﹤0.01%
+14,217
1344
$234K ﹤0.01%
15,061
-3,001
1345
$233K ﹤0.01%
+16,929
1346
$232K ﹤0.01%
5,385
-4,116
1347
$231K ﹤0.01%
11,349
-4,254
1348
$231K ﹤0.01%
+3,158
1349
$231K ﹤0.01%
5,867
-282
1350
$231K ﹤0.01%
+6,040
52 53
54
55 56