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
$16.7B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,109
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$65.7M
3
+$58.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$34.6M
5
AAPL icon
Apple
AAPL
+$34.1M

Top Sells

1
+$47.8M
2
+$32.1M
3
+$31.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3M

Sector Composition

1 Technology 10.24%
2 Financials 4.58%
3 Healthcare 3.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$343K ﹤0.01%
29,687
+1,012
1552
$342K ﹤0.01%
13,886
+153
1553
$341K ﹤0.01%
25,887
+2,024
1554
$341K ﹤0.01%
17,620
+875
1555
$341K ﹤0.01%
3,544
+718
1556
$339K ﹤0.01%
+8,086
1557
$339K ﹤0.01%
19,158
+1,454
1558
$338K ﹤0.01%
6,487
+647
1559
$337K ﹤0.01%
+15,513
1560
$336K ﹤0.01%
6,408
-27
1561
$336K ﹤0.01%
+14,910
1562
$336K ﹤0.01%
29,613
-2,903
1563
$335K ﹤0.01%
+5,869
1564
$335K ﹤0.01%
5,001
-4,269
1565
$335K ﹤0.01%
+12,274
1566
$335K ﹤0.01%
1,667
-15,005
1567
$333K ﹤0.01%
3,315
+676
1568
$332K ﹤0.01%
13,861
-6,630
1569
$331K ﹤0.01%
19,467
-1,960
1570
$330K ﹤0.01%
+44,197
1571
$329K ﹤0.01%
5,326
-1,000
1572
$329K ﹤0.01%
4,947
-622
1573
$329K ﹤0.01%
4,347
+390
1574
$327K ﹤0.01%
10,616
1575
$327K ﹤0.01%
+17,451
61 62
63
64 65