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
$9.89B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$67.3M
3
+$55.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$53.9M
5
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
+$52.6M

Top Sells

1
+$44.2M
2
+$40.6M
3
+$39.4M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$36.6M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$34.5M

Sector Composition

1 Technology 7.94%
2 Financials 3.93%
3 Consumer Discretionary 3.51%
4 Healthcare 3.03%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17M 0.17%
328,970
-10,127
127
$17M 0.17%
172,670
+20,609
128
$17M 0.17%
419,983
+47,380
129
$16.8M 0.17%
203,758
+86,696
130
$16.7M 0.17%
98,416
-7,779
131
$16.6M 0.17%
64,992
+12,187
132
$16.5M 0.17%
149,400
+23,240
133
$16.3M 0.16%
33,229
+9,238
134
$16.2M 0.16%
34,155
-7,969
135
$16.2M 0.16%
158,062
+7,984
136
$15.9M 0.16%
925,434
+762,915
137
$15.9M 0.16%
301,914
+284,274
138
$15.6M 0.16%
179,502
-23,717
139
$15.4M 0.16%
614,406
+300,018
140
$15.3M 0.15%
235,688
-397,679
141
$15M 0.15%
414,467
-255,449
142
$15M 0.15%
67,595
+27,514
143
$14.9M 0.15%
264,540
+43,733
144
$14.9M 0.15%
117,164
+9,407
145
$14.9M 0.15%
40,354
+508
146
$14.9M 0.15%
+466,450
147
$14.8M 0.15%
136,681
-20,454
148
$14.7M 0.15%
229,827
+15,306
149
$14.4M 0.15%
+523,381
150
$14M 0.14%
170,820
+59,970
4 5
6
7 8