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
1526
$110K ﹤0.01%
15,991
-28,873
1527
$98K ﹤0.01%
13,136
-784
1528
$90K ﹤0.01%
10,046
+3
1529
$88K ﹤0.01%
11,575
1530
$84K ﹤0.01%
21,732
-368
1531
$77K ﹤0.01%
+23,549
1532
$74K ﹤0.01%
+10,116
1533
$67K ﹤0.01%
20,000
1534
$63K ﹤0.01%
+10,097
1535
$63K ﹤0.01%
20,000
1536
$60K ﹤0.01%
+525
1537
$52K ﹤0.01%
10,520
1538
$49K ﹤0.01%
+391
1539
$48K ﹤0.01%
547
-52
1540
$47K ﹤0.01%
+19
1541
$39K ﹤0.01%
10,300
+300
1542
$34K ﹤0.01%
+13,000
1543
$32K ﹤0.01%
12,674
1544
$29K ﹤0.01%
1
1545
$21K ﹤0.01%
+4
1546
$18K ﹤0.01%
+12,716
1547
$16K ﹤0.01%
1,649
+370
1548
$13K ﹤0.01%
+15,822
1549
$7K ﹤0.01%
13,664
-3,536
1550
$1K ﹤0.01%
+10,980
60 61
62
63 64