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
1626
$288K ﹤0.01%
3,895
+1,395
1627
$287K ﹤0.01%
+4,832
1628
$287K ﹤0.01%
81,240
+7,065
1629
$286K ﹤0.01%
+6,896
1630
$285K ﹤0.01%
16,756
-1,098
1631
$284K ﹤0.01%
+968
1632
$283K ﹤0.01%
+13,624
1633
$282K ﹤0.01%
8,891
1634
$281K ﹤0.01%
4,337
+378
1635
$280K ﹤0.01%
11,917
+307
1636
$280K ﹤0.01%
9,318
-832
1637
$279K ﹤0.01%
+14,622
1638
$279K ﹤0.01%
8,031
-4,455
1639
$279K ﹤0.01%
2,089
+20
1640
$278K ﹤0.01%
+8,418
1641
$278K ﹤0.01%
11,470
+3,400
1642
$278K ﹤0.01%
8,195
-1,349
1643
$277K ﹤0.01%
8,259
+33
1644
$277K ﹤0.01%
+4,656
1645
$277K ﹤0.01%
4,130
+223
1646
$276K ﹤0.01%
+16,176
1647
$275K ﹤0.01%
+3,542
1648
$271K ﹤0.01%
11,192
-4,211
1649
$270K ﹤0.01%
+10,502
1650
$270K ﹤0.01%
3,666
-45,971
64 65
66
67 68