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
1351
$231K ﹤0.01%
3,903
-1,438
1352
$230K ﹤0.01%
+10,000
1353
$230K ﹤0.01%
+4,141
1354
$230K ﹤0.01%
10,719
+692
1355
$230K ﹤0.01%
+3,549
1356
$229K ﹤0.01%
4,074
+105
1357
$229K ﹤0.01%
692
-173
1358
$228K ﹤0.01%
+8,553
1359
$227K ﹤0.01%
818
+12
1360
$226K ﹤0.01%
2,661
-1,673
1361
$226K ﹤0.01%
1,758
-109
1362
$226K ﹤0.01%
+2,781
1363
$224K ﹤0.01%
4,271
-6,989
1364
$224K ﹤0.01%
+9,523
1365
$224K ﹤0.01%
+453
1366
$223K ﹤0.01%
3,379
+98
1367
$222K ﹤0.01%
+6,183
1368
$221K ﹤0.01%
1,253
+14
1369
$219K ﹤0.01%
+6,753
1370
$219K ﹤0.01%
+3,581
1371
$219K ﹤0.01%
+14,849
1372
$218K ﹤0.01%
+6,925
1373
$217K ﹤0.01%
21,947
+3,324
1374
$217K ﹤0.01%
+2,064
1375
$217K ﹤0.01%
4,319
-2,077
53 54
55
56 57