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
1401
$201K ﹤0.01%
6,275
-3,815
1402
$201K ﹤0.01%
+8,025
1403
$201K ﹤0.01%
+3,537
1404
$197K ﹤0.01%
14,342
-1,581
1405
$190K ﹤0.01%
27,190
-1,554
1406
$190K ﹤0.01%
12,500
1407
$185K ﹤0.01%
+10,076
1408
$184K ﹤0.01%
+38
1409
$184K ﹤0.01%
4,423
+725
1410
$181K ﹤0.01%
21,208
-11,118
1411
$181K ﹤0.01%
+10,437
1412
$180K ﹤0.01%
12,446
-1,800
1413
$179K ﹤0.01%
17,385
+3,739
1414
$178K ﹤0.01%
19,666
-33,366
1415
$178K ﹤0.01%
10,398
+9
1416
$176K ﹤0.01%
100,000
-10,500
1417
$174K ﹤0.01%
50
-17
1418
$171K ﹤0.01%
12,392
+826
1419
$166K ﹤0.01%
+10,350
1420
$162K ﹤0.01%
+356
1421
$159K ﹤0.01%
24,403
+2,200
1422
$153K ﹤0.01%
22,722
+8,744
1423
$149K ﹤0.01%
+17,639
1424
$147K ﹤0.01%
11,144
+8
1425
$145K ﹤0.01%
3,795
+67
55 56
57
58 59