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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$588K ﹤0.01%
6,554
-211
1352
$587K ﹤0.01%
+3,042
1353
$586K ﹤0.01%
17,201
+3,450
1354
$585K ﹤0.01%
6,346
-105,559
1355
$584K ﹤0.01%
3,744
+54
1356
$582K ﹤0.01%
50,630
+8,385
1357
$582K ﹤0.01%
+12,225
1358
$582K ﹤0.01%
+8,380
1359
$581K ﹤0.01%
+45,393
1360
$581K ﹤0.01%
+1,946
1361
$581K ﹤0.01%
23,442
+5,365
1362
$580K ﹤0.01%
3,781
+2,107
1363
$580K ﹤0.01%
24,563
+7,151
1364
$578K ﹤0.01%
11,545
-9,456
1365
$575K ﹤0.01%
5,406
+693
1366
$575K ﹤0.01%
18,423
+5,660
1367
$573K ﹤0.01%
8,422
+3,096
1368
$573K ﹤0.01%
17,402
-8,261
1369
$571K ﹤0.01%
7,216
-1,052
1370
$570K ﹤0.01%
+26,829
1371
$568K ﹤0.01%
34,399
+1,879
1372
$568K ﹤0.01%
18,550
-61,418
1373
$567K ﹤0.01%
4,411
-1,672
1374
$566K ﹤0.01%
4,956
-19,821
1375
$565K ﹤0.01%
+16,923
53 54
55
56 57