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
1376
$217K ﹤0.01%
+3,010
1377
$217K ﹤0.01%
2,599
-899
1378
$215K ﹤0.01%
+10,239
1379
$215K ﹤0.01%
12,740
+620
1380
$214K ﹤0.01%
+6,877
1381
$214K ﹤0.01%
+7,675
1382
$214K ﹤0.01%
+946
1383
$213K ﹤0.01%
+1,395
1384
$213K ﹤0.01%
+4,586
1385
$213K ﹤0.01%
+4,107
1386
$213K ﹤0.01%
+5,566
1387
$212K ﹤0.01%
+3,199
1388
$212K ﹤0.01%
+3,649
1389
$211K ﹤0.01%
+645
1390
$208K ﹤0.01%
4,205
-43,402
1391
$207K ﹤0.01%
+8,826
1392
$207K ﹤0.01%
+5,731
1393
$207K ﹤0.01%
1,142
-5,535
1394
$207K ﹤0.01%
+7,521
1395
$206K ﹤0.01%
+6,540
1396
$206K ﹤0.01%
1,112
-427
1397
$206K ﹤0.01%
+1,790
1398
$203K ﹤0.01%
13,900
+1,261
1399
$203K ﹤0.01%
8,660
-5,174
1400
$203K ﹤0.01%
1,486
-2,698
54 55
56
57 58