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
1376
$503K ﹤0.01%
+4,998
1377
$503K ﹤0.01%
18,047
-403
1378
$502K ﹤0.01%
45,754
+684
1379
$502K ﹤0.01%
+24,889
1380
$501K ﹤0.01%
21,190
-88,061
1381
$501K ﹤0.01%
8,624
-796
1382
$499K ﹤0.01%
7,641
-1,509
1383
$499K ﹤0.01%
32,520
-12,793
1384
$498K ﹤0.01%
+24,773
1385
$497K ﹤0.01%
8,748
+1,795
1386
$495K ﹤0.01%
+75,038
1387
$492K ﹤0.01%
+12,482
1388
$492K ﹤0.01%
14,255
-568
1389
$492K ﹤0.01%
5,742
+2,220
1390
$488K ﹤0.01%
3,690
-1,131
1391
$488K ﹤0.01%
5,437
+2,416
1392
$488K ﹤0.01%
56,350
+36,319
1393
$487K ﹤0.01%
12,258
+292
1394
$487K ﹤0.01%
16,806
+4,196
1395
$486K ﹤0.01%
+16,266
1396
$485K ﹤0.01%
33,353
-91,960
1397
$484K ﹤0.01%
6,826
+3,625
1398
$484K ﹤0.01%
9,606
-127,240
1399
$484K ﹤0.01%
10,552
+2,314
1400
$484K ﹤0.01%
11,007
+18
54 55
56
57 58