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
$11.4B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$70.7M
3
+$69.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$63.1M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.1M

Top Sells

1
+$89.7M
2
+$78.6M
3
+$59.3M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$56.6M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$54.1M

Sector Composition

1 Technology 8.2%
2 Financials 4.21%
3 Consumer Discretionary 3.55%
4 Communication Services 2.9%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$214K ﹤0.01%
8,742
-2,723
1477
$214K ﹤0.01%
+2,093
1478
$214K ﹤0.01%
11,067
+630
1479
$213K ﹤0.01%
+1,437
1480
$212K ﹤0.01%
+5,446
1481
$212K ﹤0.01%
+3,149
1482
$211K ﹤0.01%
1,558
-706
1483
$210K ﹤0.01%
+867
1484
$210K ﹤0.01%
+4,291
1485
$209K ﹤0.01%
+6,605
1486
$208K ﹤0.01%
39,090
+13,351
1487
$208K ﹤0.01%
10,992
-10,113
1488
$207K ﹤0.01%
+3,176
1489
$207K ﹤0.01%
2,192
-6,611
1490
$207K ﹤0.01%
+2,647
1491
$207K ﹤0.01%
1,027
-11,804
1492
$205K ﹤0.01%
8,025
1493
$204K ﹤0.01%
30,290
+5,887
1494
$202K ﹤0.01%
+7,953
1495
$202K ﹤0.01%
+3,335
1496
$201K ﹤0.01%
+4,901
1497
$200K ﹤0.01%
+4,073
1498
$200K ﹤0.01%
6,200
-725
1499
$194K ﹤0.01%
+704
1500
$191K ﹤0.01%
10,680
-2,060
58 59
60
61 62