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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$281K ﹤0.01%
13,146
+317
1527
$281K ﹤0.01%
+5,813
1528
$280K ﹤0.01%
6,375
+555
1529
$280K ﹤0.01%
8,209
-7,578
1530
$279K ﹤0.01%
13,584
-8,151
1531
$279K ﹤0.01%
14,028
-19,309
1532
$277K ﹤0.01%
1,178
+16
1533
$277K ﹤0.01%
30,032
-4,511
1534
$276K ﹤0.01%
4,526
-111
1535
$275K ﹤0.01%
8,670
-377
1536
$275K ﹤0.01%
4,633
-4,137
1537
$275K ﹤0.01%
+15,304
1538
$273K ﹤0.01%
26,255
+1,021
1539
$273K ﹤0.01%
14,607
-278
1540
$272K ﹤0.01%
2,396
-1
1541
$271K ﹤0.01%
20,551
-763
1542
$271K ﹤0.01%
3,060
-759
1543
$269K ﹤0.01%
+14,491
1544
$269K ﹤0.01%
2,556
-8
1545
$269K ﹤0.01%
12,158
+185
1546
$268K ﹤0.01%
2,893
1547
$267K ﹤0.01%
+13,675
1548
$267K ﹤0.01%
18,688
-2,189
1549
$266K ﹤0.01%
904
+17
1550
$266K ﹤0.01%
3,052
-6,137
60 61
62
63 64