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
$11.9B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,311
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$25.8M
3
+$25.2M
4
MSFT icon
Microsoft
MSFT
+$23.8M
5
AUGZ icon
TrueShares Structured Outcome August ETF
AUGZ
+$21.2M

Top Sells

1
+$52.9M
2
+$44M
3
+$20.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$18.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.2M

Sector Composition

1 Technology 12.46%
2 Financials 7.58%
3 Consumer Discretionary 5.09%
4 Healthcare 4.22%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$52.8K ﹤0.01%
1,055
-204
1577
$52.7K ﹤0.01%
1,250
-3,485
1578
$52K ﹤0.01%
955
+235
1579
$51.9K ﹤0.01%
2,075
-5,854
1580
$51.8K ﹤0.01%
1,845
-1,550
1581
$51.7K ﹤0.01%
2,343
1582
$51.1K ﹤0.01%
590
-35
1583
$51K ﹤0.01%
1,000
+500
1584
$50.5K ﹤0.01%
682
+514
1585
$50.2K ﹤0.01%
1,236
-374
1586
$50.2K ﹤0.01%
786
-100
1587
$49.6K ﹤0.01%
6,467
+60
1588
$49.5K ﹤0.01%
676
-217
1589
$49.4K ﹤0.01%
880
-1,357
1590
$49.2K ﹤0.01%
+1,818
1591
$49.1K ﹤0.01%
1,134
-545
1592
$49.1K ﹤0.01%
1,146
-1,110
1593
$48.9K ﹤0.01%
350
1594
$48.5K ﹤0.01%
1,378
+675
1595
$48.4K ﹤0.01%
1,282
-3
1596
$47.4K ﹤0.01%
580
+414
1597
$46.9K ﹤0.01%
3,105
-625
1598
$46.6K ﹤0.01%
643
+3
1599
$46.6K ﹤0.01%
1,922
-461
1600
$46.6K ﹤0.01%
2,848
62 63
64
65 66