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
1551
$412K ﹤0.01%
3,352
-192
1552
$412K ﹤0.01%
+15,282
1553
$411K ﹤0.01%
+13,210
1554
$410K ﹤0.01%
10,850
-3,405
1555
$408K ﹤0.01%
13,915
-2,022
1556
$406K ﹤0.01%
12,630
+1,300
1557
$405K ﹤0.01%
+85,405
1558
$404K ﹤0.01%
6,792
+305
1559
$404K ﹤0.01%
20,360
+9,084
1560
$403K ﹤0.01%
12,143
-68,915
1561
$403K ﹤0.01%
3,224
+239
1562
$400K ﹤0.01%
11,769
-981
1563
$400K ﹤0.01%
3,667
+133
1564
$400K ﹤0.01%
+16,596
1565
$399K ﹤0.01%
21,449
-4,745
1566
$398K ﹤0.01%
3,352
-2,254
1567
$397K ﹤0.01%
4,104
+79
1568
$397K ﹤0.01%
23,118
+2,287
1569
$397K ﹤0.01%
17,836
+553
1570
$396K ﹤0.01%
+7,662
1571
$396K ﹤0.01%
2,384
+201
1572
$395K ﹤0.01%
8,200
-4,236
1573
$394K ﹤0.01%
10,599
+2,337
1574
$394K ﹤0.01%
6,004
+72
1575
$393K ﹤0.01%
48,057
+6,182
61 62
63
64 65