AWM
AE Wealth Management Portfolio holdings
AUM
$15.7B
1-Year Est. Return
17.63%
1 Year Est. Return
+17.63%
AUM
$13.7B
AUM Growth
+$1.79B
(+15%)
Holding
2,286
Top Buys
| 1 | +$133M | |
| 2 | +$49M | |
| 3 | +$49M | |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$44.9M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$43.1M |
Top Sells
| 1 | +$39.6M | |
| 2 | +$39.5M | |
| 3 | +$37.7M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF December
GDEC
|
+$36.4M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$29.9M |
Sector Composition
| 1 | Technology | 14.73% |
| 2 | Financials | 7.39% |
| 3 | Consumer Discretionary | 5.2% |
| 4 | Communication Services | 4.59% |
| 5 | Healthcare | 3.44% |
