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
1576
$390K ﹤0.01%
10,438
+2,020
1577
$390K ﹤0.01%
31,488
+1,801
1578
$389K ﹤0.01%
24,918
-11,913
1579
$388K ﹤0.01%
1,318
+449
1580
$387K ﹤0.01%
16,005
+2,144
1581
$386K ﹤0.01%
7,685
+1,699
1582
$386K ﹤0.01%
16,690
-2,622
1583
$384K ﹤0.01%
20,828
+1,004
1584
$382K ﹤0.01%
+3,221
1585
$382K ﹤0.01%
+7,542
1586
$381K ﹤0.01%
16,111
-1,233
1587
$381K ﹤0.01%
+3,173
1588
$381K ﹤0.01%
+9,864
1589
$381K ﹤0.01%
7,399
-92,550
1590
$380K ﹤0.01%
8,429
+1,533
1591
$380K ﹤0.01%
21,640
+7,931
1592
$378K ﹤0.01%
32,592
+10,848
1593
$377K ﹤0.01%
24,938
+2,098
1594
$377K ﹤0.01%
+2,484
1595
$376K ﹤0.01%
11,303
-20,348
1596
$375K ﹤0.01%
24,449
+2,008
1597
$373K ﹤0.01%
3,728
-69,415
1598
$373K ﹤0.01%
3,079
+466
1599
$373K ﹤0.01%
5,710
-698
1600
$373K ﹤0.01%
17,575
+1,530
62 63
64
65 66