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
1351
$288K ﹤0.01%
+10,846
1352
$288K ﹤0.01%
4,748
+106
1353
$287K ﹤0.01%
14,820
-25,100
1354
$287K ﹤0.01%
15,305
-1,774
1355
$286K ﹤0.01%
5,368
+1,097
1356
$286K ﹤0.01%
+4,833
1357
$285K ﹤0.01%
2,637
+116
1358
$283K ﹤0.01%
7,732
-1,612
1359
$282K ﹤0.01%
+4,552
1360
$282K ﹤0.01%
+3,401
1361
$281K ﹤0.01%
2,048
-3,289
1362
$280K ﹤0.01%
808
-12,707
1363
$280K ﹤0.01%
8,005
-548
1364
$280K ﹤0.01%
879
-83
1365
$279K ﹤0.01%
63
+25
1366
$279K ﹤0.01%
+7,606
1367
$279K ﹤0.01%
+14,825
1368
$278K ﹤0.01%
6,105
+1,786
1369
$277K ﹤0.01%
6,052
-776
1370
$277K ﹤0.01%
+11,820
1371
$276K ﹤0.01%
+4,639
1372
$276K ﹤0.01%
5,380
-1,250
1373
$276K ﹤0.01%
13,962
+278
1374
$276K ﹤0.01%
4,299
+415
1375
$275K ﹤0.01%
6,171
+131
53 54
55
56 57