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
1426
$241K ﹤0.01%
3,329
-4,903
1427
$240K ﹤0.01%
+8,327
1428
$239K ﹤0.01%
+2,454
1429
$239K ﹤0.01%
3,670
-146
1430
$238K ﹤0.01%
23,424
+1,906
1431
$238K ﹤0.01%
+11,033
1432
$238K ﹤0.01%
4,176
-1,220
1433
$237K ﹤0.01%
17,357
+3,015
1434
$236K ﹤0.01%
+1,298
1435
$234K ﹤0.01%
26,645
+9,006
1436
$234K ﹤0.01%
+47
1437
$234K ﹤0.01%
4,150
-650
1438
$234K ﹤0.01%
+2,311
1439
$233K ﹤0.01%
55,133
-8,773
1440
$232K ﹤0.01%
22,911
-2,619
1441
$231K ﹤0.01%
4,939
-446
1442
$231K ﹤0.01%
+4,971
1443
$231K ﹤0.01%
+624
1444
$230K ﹤0.01%
+11,237
1445
$230K ﹤0.01%
+7,390
1446
$230K ﹤0.01%
+8,115
1447
$230K ﹤0.01%
+4,982
1448
$230K ﹤0.01%
5,223
-343
1449
$229K ﹤0.01%
+12,241
1450
$229K ﹤0.01%
+3,377
56 57
58
59 60