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
1551
$266K ﹤0.01%
5,958
-2,653
1552
$266K ﹤0.01%
5,202
+158
1553
$265K ﹤0.01%
8,935
-3,172
1554
$265K ﹤0.01%
+8,079
1555
$265K ﹤0.01%
11,426
+1,018
1556
$264K ﹤0.01%
+11,111
1557
$264K ﹤0.01%
3,482
+74
1558
$264K ﹤0.01%
6,129
+67
1559
$261K ﹤0.01%
5,323
1560
$261K ﹤0.01%
1,130
-252
1561
$260K ﹤0.01%
9,825
-5,143
1562
$259K ﹤0.01%
11,224
-3,236
1563
$258K ﹤0.01%
+78,064
1564
$258K ﹤0.01%
+2,599
1565
$258K ﹤0.01%
4,975
+402
1566
$255K ﹤0.01%
+5,517
1567
$255K ﹤0.01%
1,721
+128
1568
$254K ﹤0.01%
+12,868
1569
$254K ﹤0.01%
1,859
-680
1570
$253K ﹤0.01%
+4,940
1571
$251K ﹤0.01%
+8,016
1572
$250K ﹤0.01%
826
-706
1573
$249K ﹤0.01%
3,787
+478
1574
$249K ﹤0.01%
9,330
+527
1575
$248K ﹤0.01%
2,640
+107
61 62
63
64 65