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
1526
$431K ﹤0.01%
+1,117
1527
$431K ﹤0.01%
9,291
-17,202
1528
$431K ﹤0.01%
+14,161
1529
$429K ﹤0.01%
15,337
-96,971
1530
$429K ﹤0.01%
+14,923
1531
$428K ﹤0.01%
20,999
-583
1532
$428K ﹤0.01%
5,973
-408
1533
$427K ﹤0.01%
10,079
-6,682
1534
$426K ﹤0.01%
14,218
+4,867
1535
$425K ﹤0.01%
26,964
+21,224
1536
$425K ﹤0.01%
+12,169
1537
$425K ﹤0.01%
+7,751
1538
$423K ﹤0.01%
12,410
-497
1539
$421K ﹤0.01%
30,429
-62,990
1540
$421K ﹤0.01%
1,178
-42
1541
$419K ﹤0.01%
4,117
-1,030
1542
$419K ﹤0.01%
+20,036
1543
$416K ﹤0.01%
4,503
-21,715
1544
$416K ﹤0.01%
9,915
-2,713
1545
$413K ﹤0.01%
+1,799
1546
$413K ﹤0.01%
+3,334
1547
$413K ﹤0.01%
7,736
-1,574
1548
$413K ﹤0.01%
+29,343
1549
$413K ﹤0.01%
5,066
+1,126
1550
$412K ﹤0.01%
45,304
-11,046
60 61
62
63 64