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
1376
$563K ﹤0.01%
23,109
-5,463
1377
$562K ﹤0.01%
1,998
+519
1378
$562K ﹤0.01%
+6,942
1379
$556K ﹤0.01%
26,916
-21,459
1380
$555K ﹤0.01%
30,651
+13,895
1381
$552K ﹤0.01%
9,946
-263
1382
$552K ﹤0.01%
5,229
+2,865
1383
$550K ﹤0.01%
+11,222
1384
$548K ﹤0.01%
23,653
+8,743
1385
$544K ﹤0.01%
+20,557
1386
$541K ﹤0.01%
4,379
-621
1387
$540K ﹤0.01%
26,403
-8,418
1388
$540K ﹤0.01%
11,458
-7,056
1389
$537K ﹤0.01%
1,380
+130
1390
$536K ﹤0.01%
1,516
+357
1391
$535K ﹤0.01%
10,677
+2,091
1392
$532K ﹤0.01%
+12,228
1393
$532K ﹤0.01%
11,224
-3,093
1394
$532K ﹤0.01%
24,441
+1,005
1395
$531K ﹤0.01%
+35,080
1396
$531K ﹤0.01%
9,027
-35
1397
$530K ﹤0.01%
+16,856
1398
$530K ﹤0.01%
9,371
-848
1399
$530K ﹤0.01%
16,060
-19,933
1400
$530K ﹤0.01%
+15,483
54 55
56
57 58