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
1426
$143K ﹤0.01%
34,101
+1,629
1427
$134K ﹤0.01%
+10,333
1428
$128K ﹤0.01%
13,528
-952
1429
$124K ﹤0.01%
15,230
+1,800
1430
$119K ﹤0.01%
+13,555
1431
$115K ﹤0.01%
+12,951
1432
$107K ﹤0.01%
10,894
-5,393
1433
$102K ﹤0.01%
25,739
+6,026
1434
$96K ﹤0.01%
22,100
+9
1435
$86K ﹤0.01%
10,043
-1,991
1436
$86K ﹤0.01%
2,193
+109
1437
$85K ﹤0.01%
11,575
1438
$83K ﹤0.01%
2,598
+1,012
1439
$82K ﹤0.01%
+2,221
1440
$79K ﹤0.01%
13,920
+71
1441
$74K ﹤0.01%
599
-5
1442
$69K ﹤0.01%
20,000
1443
$68K ﹤0.01%
2,775
-57
1444
$65K ﹤0.01%
20,000
1445
$49K ﹤0.01%
+10,520
1446
$44K ﹤0.01%
+3,141
1447
– –
0
1448
$34K ﹤0.01%
10,000
-58
1449
$31K ﹤0.01%
12,674
1450
$26K ﹤0.01%
1
56 57
58
59 60