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
1451
$342K ﹤0.01%
10,150
-1,580
1452
$342K ﹤0.01%
5,162
+593
1453
$340K ﹤0.01%
+4,163
1454
$340K ﹤0.01%
+8,076
1455
$339K ﹤0.01%
9,557
-1,500
1456
$339K ﹤0.01%
8,256
-24
1457
$335K ﹤0.01%
12,208
-1,156
1458
$334K ﹤0.01%
6,333
+611
1459
$334K ﹤0.01%
4,095
-375
1460
$332K ﹤0.01%
72,049
+350
1461
$332K ﹤0.01%
2,346
+167
1462
$331K ﹤0.01%
6,700
+769
1463
$331K ﹤0.01%
5,839
+1,012
1464
$330K ﹤0.01%
10,612
+205
1465
$330K ﹤0.01%
+16,502
1466
$330K ﹤0.01%
+18,220
1467
$329K ﹤0.01%
+45,073
1468
$326K ﹤0.01%
13,172
-1,663
1469
$325K ﹤0.01%
34,570
+15,761
1470
$324K ﹤0.01%
+9,329
1471
$323K ﹤0.01%
+6,916
1472
$322K ﹤0.01%
15,646
-41
1473
$322K ﹤0.01%
+22,044
1474
$320K ﹤0.01%
5,269
-543
1475
$319K ﹤0.01%
9,570
-8,530
57 58
59
60 61