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
$16.7B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,109
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$65.7M
3
+$58.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$34.6M
5
AAPL icon
Apple
AAPL
+$34.1M

Top Sells

1
+$47.8M
2
+$32.1M
3
+$31.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3M

Sector Composition

1 Technology 10.24%
2 Financials 4.58%
3 Healthcare 3.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$521K ﹤0.01%
18,728
+4,980
1352
$521K ﹤0.01%
+9,144
1353
$520K ﹤0.01%
12,650
-117
1354
$519K ﹤0.01%
+12,468
1355
$519K ﹤0.01%
+18,404
1356
$519K ﹤0.01%
14,872
-8,330
1357
$517K ﹤0.01%
12,371
-1,434
1358
$517K ﹤0.01%
+9,327
1359
$517K ﹤0.01%
4,872
+709
1360
$517K ﹤0.01%
19,033
-5,155
1361
$516K ﹤0.01%
+18,514
1362
$515K ﹤0.01%
+8,268
1363
$514K ﹤0.01%
+11,004
1364
$513K ﹤0.01%
33,013
+3,571
1365
$513K ﹤0.01%
15,223
+3,681
1366
$513K ﹤0.01%
4,206
-3,554
1367
$513K ﹤0.01%
10,219
+1,726
1368
$512K ﹤0.01%
33,715
-5,227
1369
$510K ﹤0.01%
+17,941
1370
$510K ﹤0.01%
8,920
+1,198
1371
$509K ﹤0.01%
10,179
+3,984
1372
$509K ﹤0.01%
2,543
+516
1373
$507K ﹤0.01%
45,219
-6,173
1374
$507K ﹤0.01%
2,599
+434
1375
$506K ﹤0.01%
+36,548
53 54
55
56 57