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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$361K ﹤0.01%
11,963
+3,479
1427
$360K ﹤0.01%
+12,186
1428
$360K ﹤0.01%
5,993
-1,000
1429
$359K ﹤0.01%
3,813
-1,763
1430
$358K ﹤0.01%
10,239
-3,905
1431
$357K ﹤0.01%
16,847
-141,261
1432
$356K ﹤0.01%
+6,480
1433
$356K ﹤0.01%
4,685
+887
1434
$356K ﹤0.01%
19,754
+1,009
1435
$355K ﹤0.01%
3,900
-527
1436
$355K ﹤0.01%
29,949
+8,174
1437
$355K ﹤0.01%
22,157
-39,333
1438
$353K ﹤0.01%
11,390
-755
1439
$352K ﹤0.01%
2,018
-4,607
1440
$352K ﹤0.01%
+6,487
1441
$351K ﹤0.01%
+13,863
1442
$351K ﹤0.01%
28,909
+16,037
1443
$350K ﹤0.01%
7,797
+1,033
1444
$349K ﹤0.01%
+14,769
1445
$347K ﹤0.01%
+17,061
1446
$345K ﹤0.01%
7,553
+204
1447
$344K ﹤0.01%
25,100
+4,296
1448
$344K ﹤0.01%
+14,652
1449
$344K ﹤0.01%
6,433
+872
1450
$343K ﹤0.01%
3,838
+609
56 57
58
59 60