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
1476
$461K ﹤0.01%
15,853
+5,939
1477
$461K ﹤0.01%
+14,851
1478
$460K ﹤0.01%
16,453
+1,161
1479
$460K ﹤0.01%
20,245
+6,621
1480
$459K ﹤0.01%
26,037
-2,603
1481
$459K ﹤0.01%
4,568
-511
1482
$459K ﹤0.01%
15,354
+1,468
1483
$459K ﹤0.01%
36,395
-13,550
1484
$457K ﹤0.01%
+23,368
1485
$456K ﹤0.01%
+6,168
1486
$456K ﹤0.01%
14,752
-9,062
1487
$456K ﹤0.01%
26,102
+13,579
1488
$455K ﹤0.01%
10,003
+1,917
1489
$454K ﹤0.01%
15,100
+5,782
1490
$454K ﹤0.01%
+7,293
1491
$454K ﹤0.01%
8,201
+3,205
1492
$454K ﹤0.01%
21,737
+750
1493
$453K ﹤0.01%
+4,258
1494
$453K ﹤0.01%
3,743
-402
1495
$452K ﹤0.01%
+5,404
1496
$452K ﹤0.01%
7,036
-225
1497
$452K ﹤0.01%
8,255
-38,995
1498
$449K ﹤0.01%
+10,070
1499
$449K ﹤0.01%
747
-9
1500
$448K ﹤0.01%
+12,856
58 59
60
61 62