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
$1.47B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$9.5M
3
+$9.43M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$9.22M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$8.54M

Top Sells

1
+$2.83M
2
+$2.46M
3
+$1.88M
4
OKE icon
Oneok
OKE
+$1.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.28M

Sector Composition

1 Technology 3.14%
2 Energy 2.4%
3 Healthcare 1.98%
4 Financials 1.91%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.09%
9,814
+801
127
$1.37M 0.09%
126,816
+77,388
128
$1.37M 0.09%
26,793
+11,910
129
$1.36M 0.09%
+27,066
130
$1.35M 0.09%
12,024
+3,097
131
$1.34M 0.09%
24,431
-21,930
132
$1.33M 0.09%
13,626
-1,185
133
$1.33M 0.09%
4,310
+508
134
$1.31M 0.09%
9,501
-181
135
$1.29M 0.09%
8,971
+733
136
$1.28M 0.09%
69,292
+16,033
137
$1.26M 0.09%
26,835
+3,808
138
$1.26M 0.09%
51,843
+12,864
139
$1.25M 0.09%
22,541
-16,178
140
$1.24M 0.08%
24,606
+3,704
141
$1.21M 0.08%
7,749
+3,252
142
$1.2M 0.08%
+16,176
143
$1.2M 0.08%
18,535
+1,466
144
$1.2M 0.08%
31,714
-1,212
145
$1.18M 0.08%
68,773
-3,560
146
$1.17M 0.08%
9,676
+92
147
$1.17M 0.08%
20,193
-21,543
148
$1.14M 0.08%
13,572
-11,793
149
$1.14M 0.08%
6,263
+337
150
$1.13M 0.08%
3,792
+2,275
4 5
6
7 8