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
1376
$274K ﹤0.01%
+7,042
1377
$274K ﹤0.01%
10,056
-3,721
1378
$274K ﹤0.01%
9,641
-366
1379
$273K ﹤0.01%
13,577
-27,010
1380
$273K ﹤0.01%
6,318
-338
1381
$272K ﹤0.01%
+11,025
1382
$272K ﹤0.01%
4,192
+40
1383
$272K ﹤0.01%
4,699
+1,162
1384
$271K ﹤0.01%
3,176
-1,526
1385
$270K ﹤0.01%
+2,719
1386
$270K ﹤0.01%
+1,658
1387
$270K ﹤0.01%
5,262
+1,155
1388
$270K ﹤0.01%
6,379
-321
1389
$269K ﹤0.01%
3,316
-1,818
1390
$269K ﹤0.01%
13,484
-1,369
1391
$268K ﹤0.01%
6,405
+323
1392
$268K ﹤0.01%
+9,212
1393
$266K ﹤0.01%
10,688
+1,165
1394
$264K ﹤0.01%
6,338
+471
1395
$263K ﹤0.01%
+3,417
1396
$263K ﹤0.01%
+2,220
1397
$263K ﹤0.01%
+5,272
1398
$262K ﹤0.01%
17,111
+2,050
1399
$261K ﹤0.01%
3,094
+13
1400
$260K ﹤0.01%
1,798
-221
54 55
56
57 58