AWM
AE Wealth Management Portfolio holdings
AUM
$13.7B
1-Year Return
15.84%
This Quarter Return
+0.57%
1 Year Return
+15.84%
3 Year Return
+55.42%
5 Year Return
+87.55%
10 Year Return
–
AUM
$247M
AUM Growth
–
Cap. Flow
+$247M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.52%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$24.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.92M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.91% |
| 2 | Consumer Staples | 4.74% |
| 3 | Communication Services | 4.39% |
| 4 | Healthcare | 4.18% |
| 5 | Technology | 3.73% |
