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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$329K ﹤0.01%
3,884
-702
1327
$327K ﹤0.01%
11,581
+2,369
1328
$326K ﹤0.01%
5,972
-236
1329
$325K ﹤0.01%
3,127
-1,425
1330
$325K ﹤0.01%
4,188
+488
1331
$324K ﹤0.01%
6,125
+863
1332
$322K ﹤0.01%
10,832
+926
1333
$322K ﹤0.01%
13,386
+1,967
1334
$321K ﹤0.01%
7,006
-822
1335
$321K ﹤0.01%
+10,316
1336
$319K ﹤0.01%
8,540
+299
1337
$319K ﹤0.01%
13,721
+2,478
1338
$319K ﹤0.01%
2,266
+211
1339
$317K ﹤0.01%
4,888
+140
1340
$317K ﹤0.01%
6,460
-151
1341
$316K ﹤0.01%
9,435
-1,012
1342
$314K ﹤0.01%
23,450
1343
$314K ﹤0.01%
3,117
+28
1344
$313K ﹤0.01%
8,199
-1,344
1345
$313K ﹤0.01%
9,365
+260
1346
$313K ﹤0.01%
+19,716
1347
$313K ﹤0.01%
7,671
-9,608
1348
$312K ﹤0.01%
9,328
1349
$312K ﹤0.01%
3,903
+1,151
1350
$309K ﹤0.01%
3,647
+4
52 53
54
55 56