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
1401
$259K ﹤0.01%
+2,817
1402
$258K ﹤0.01%
+14,250
1403
$258K ﹤0.01%
+13,833
1404
$257K ﹤0.01%
2,964
-46
1405
$257K ﹤0.01%
+27,925
1406
$255K ﹤0.01%
+7,605
1407
$255K ﹤0.01%
18,419
+6,027
1408
$254K ﹤0.01%
+7,430
1409
$253K ﹤0.01%
2,556
-2
1410
$253K ﹤0.01%
25,221
+3,274
1411
$252K ﹤0.01%
6,364
+2
1412
$251K ﹤0.01%
+2,321
1413
$251K ﹤0.01%
+4,667
1414
$249K ﹤0.01%
+1,732
1415
$248K ﹤0.01%
+2,847
1416
$248K ﹤0.01%
11,457
+1,218
1417
$248K ﹤0.01%
+4,513
1418
$247K ﹤0.01%
4,399
+325
1419
$246K ﹤0.01%
7,687
+810
1420
$245K ﹤0.01%
+2,650
1421
$245K ﹤0.01%
7,655
-290
1422
$244K ﹤0.01%
+1,743
1423
$244K ﹤0.01%
+10,157
1424
$242K ﹤0.01%
5,802
-667
1425
$241K ﹤0.01%
4,497
+292
55 56
57
58 59