AWM
AE Wealth Management Portfolio holdings
AUM
$13.7B
1-Year Return
15.84%
This Quarter Return
+4.05%
1 Year Return
+15.84%
3 Year Return
+55.42%
5 Year Return
+87.55%
10 Year Return
–
AUM
$9.89B
AUM Growth
+$1.09B
(+12%)
Cap. Flow
+$841M
Cap. Flow
% of AUM
8.5%
Top 10 Holdings %
Top 10 Hldgs %
20.38%
Holding
1,581
New
236
Increased
680
Reduced
517
Closed
123
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$103M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$67.3M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$55.2M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$53.9M |
| 5 |
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
|
$52.6M |
Top Sells
Sector Composition
| 1 | Technology | 7.94% |
| 2 | Financials | 3.93% |
| 3 | Consumer Discretionary | 3.51% |
| 4 | Healthcare | 3.03% |
| 5 | Communication Services | 2.77% |
