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
1576
$248K ﹤0.01%
9,808
-1,520
1577
$248K ﹤0.01%
9,603
-4,129
1578
$247K ﹤0.01%
13,577
-10,437
1579
$247K ﹤0.01%
+171
1580
$247K ﹤0.01%
38,647
-10,527
1581
$246K ﹤0.01%
11,596
-662
1582
$246K ﹤0.01%
2,196
-74
1583
$246K ﹤0.01%
10,982
-855
1584
$245K ﹤0.01%
12,274
+577
1585
$245K ﹤0.01%
4,929
1586
$245K ﹤0.01%
9,522
+1,269
1587
$244K ﹤0.01%
+7,974
1588
$244K ﹤0.01%
2,116
-6
1589
$244K ﹤0.01%
12,475
+1,469
1590
$243K ﹤0.01%
+4,326
1591
$243K ﹤0.01%
4,714
-581
1592
$242K ﹤0.01%
3,860
-261
1593
$242K ﹤0.01%
52,064
+2,333
1594
$241K ﹤0.01%
+2,760
1595
$241K ﹤0.01%
+7,827
1596
$240K ﹤0.01%
8,438
+79
1597
$239K ﹤0.01%
15,150
+42
1598
$239K ﹤0.01%
+3,426
1599
$239K ﹤0.01%
2,929
-1,796
1600
$238K ﹤0.01%
11,999
-8,926
62 63
64
65 66