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
$12.1B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$73.6M
3
+$66.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$66.3M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$61M

Top Sells

1
+$60.3M
2
+$57.9M
3
+$55.4M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$54.8M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$50M

Sector Composition

1 Technology 8.31%
2 Financials 4.14%
3 Consumer Discretionary 3.51%
4 Healthcare 2.87%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$105K ﹤0.01%
23,513
-10,397
1552
$100K ﹤0.01%
+3,501
1553
$98K ﹤0.01%
17,307
-3,220
1554
$96K ﹤0.01%
481
-331
1555
$94K ﹤0.01%
49
+7
1556
$91K ﹤0.01%
11,890
-1,658
1557
$88K ﹤0.01%
+11,125
1558
$87K ﹤0.01%
10,046
1559
$80K ﹤0.01%
11,375
-200
1560
$77K ﹤0.01%
+4,184
1561
$74K ﹤0.01%
13,536
+400
1562
$71K ﹤0.01%
20,000
1563
$67K ﹤0.01%
+702
1564
$61K ﹤0.01%
23,655
+106
1565
$58K ﹤0.01%
572
+25
1566
$51K ﹤0.01%
+14,185
1567
$45K ﹤0.01%
+750
1568
$43K ﹤0.01%
10,520
1569
$39K ﹤0.01%
+1,247
1570
$38K ﹤0.01%
1,478
-3,855
1571
$37K ﹤0.01%
391
1572
$35K ﹤0.01%
13,000
1573
$34K ﹤0.01%
+2,538
1574
$32K ﹤0.01%
1
1575
$31K ﹤0.01%
12,674
61 62
63
64 65