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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$314K ﹤0.01%
31,551
-3,465
1327
$313K ﹤0.01%
3,884
+412
1328
$312K ﹤0.01%
+11,419
1329
$311K ﹤0.01%
+7,741
1330
$311K ﹤0.01%
999
-44
1331
$311K ﹤0.01%
+16,833
1332
$310K ﹤0.01%
9,328
-3
1333
$310K ﹤0.01%
+17,560
1334
$307K ﹤0.01%
2,299
+267
1335
$306K ﹤0.01%
6,966
+47
1336
$306K ﹤0.01%
12,352
-1,132
1337
$305K ﹤0.01%
8,292
+1,539
1338
$305K ﹤0.01%
8,241
-2,018
1339
$304K ﹤0.01%
+2,280
1340
$302K ﹤0.01%
9,105
+764
1341
$301K ﹤0.01%
6,829
+46
1342
$299K ﹤0.01%
18,929
+602
1343
$299K ﹤0.01%
3,933
-2,799
1344
$297K ﹤0.01%
12,971
-6,523
1345
$297K ﹤0.01%
+1,556
1346
$294K ﹤0.01%
+424
1347
$293K ﹤0.01%
9,977
+401
1348
$293K ﹤0.01%
2,055
+569
1349
$290K ﹤0.01%
3,796
+638
1350
$289K ﹤0.01%
4,124
+411
52 53
54
55 56