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 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$14K ﹤0.01%
1,279
+41
1452
$11K ﹤0.01%
+17,200
1453
– –
-70,750
1454
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-3,363
1455
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-7,220
1456
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-19,419
1457
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1458
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-3,811
1459
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-15,101
1460
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-36,766
1461
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-18,068
1462
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-10,715
1463
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-6,148
1464
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-22,490
1465
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-3,893
1466
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1467
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-98,034
1468
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1469
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-1,030,200
1470
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-12,441
1471
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-9,003
1472
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-15,163
1473
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-15,100
1474
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-33,909
1475
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-312,977
57 58
59
60 61