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
1451
$229K ﹤0.01%
1,151
+39
1452
$228K ﹤0.01%
+7,135
1453
$226K ﹤0.01%
2,656
-5
1454
$226K ﹤0.01%
+9,391
1455
$225K ﹤0.01%
+2,678
1456
$225K ﹤0.01%
+4,707
1457
$225K ﹤0.01%
6,626
-570
1458
$224K ﹤0.01%
+1,001
1459
$224K ﹤0.01%
+6,766
1460
$222K ﹤0.01%
9,776
-224
1461
$221K ﹤0.01%
5,949
+218
1462
$220K ﹤0.01%
+1,326
1463
$220K ﹤0.01%
14,611
-2,318
1464
$219K ﹤0.01%
+12,263
1465
$219K ﹤0.01%
14,273
+1,827
1466
$218K ﹤0.01%
+2,752
1467
$217K ﹤0.01%
812
-61
1468
$217K ﹤0.01%
+5,807
1469
$217K ﹤0.01%
11,020
+301
1470
$217K ﹤0.01%
+7,416
1471
$217K ﹤0.01%
4,823
-32,133
1472
$217K ﹤0.01%
+7,416
1473
$216K ﹤0.01%
5,178
+123
1474
$216K ﹤0.01%
2,707
-3,937
1475
$215K ﹤0.01%
7,566
-109
57 58
59
60 61