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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$484K ﹤0.01%
+2,261
1452
$484K ﹤0.01%
8,765
-379
1453
$483K ﹤0.01%
8,977
-3,467
1454
$482K ﹤0.01%
5,398
+126
1455
$480K ﹤0.01%
+45,731
1456
$480K ﹤0.01%
40,374
+16,646
1457
$478K ﹤0.01%
6,599
-178
1458
$477K ﹤0.01%
15,963
-3,070
1459
$477K ﹤0.01%
19,304
-182,492
1460
$476K ﹤0.01%
38,257
-12,448
1461
$476K ﹤0.01%
1,745
+106
1462
$475K ﹤0.01%
+4,539
1463
$474K ﹤0.01%
4,587
-117
1464
$473K ﹤0.01%
+18,184
1465
$470K ﹤0.01%
23,669
+373
1466
$469K ﹤0.01%
21,867
-29,200
1467
$468K ﹤0.01%
+1,375
1468
$467K ﹤0.01%
5,435
-1,803
1469
$466K ﹤0.01%
11,161
-903
1470
$464K ﹤0.01%
3,388
+268
1471
$464K ﹤0.01%
+9,509
1472
$463K ﹤0.01%
2,066
+662
1473
$463K ﹤0.01%
16,217
-2,187
1474
$463K ﹤0.01%
+24,479
1475
$461K ﹤0.01%
26,790
-1,398
57 58
59
60 61