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
1626
$351K ﹤0.01%
+17,496
1627
$349K ﹤0.01%
53,749
-4,530
1628
$348K ﹤0.01%
429
-20
1629
$347K ﹤0.01%
106,071
-223,232
1630
$347K ﹤0.01%
14,867
+2,869
1631
$346K ﹤0.01%
+769
1632
$346K ﹤0.01%
+2,195
1633
$346K ﹤0.01%
3,130
-3,439
1634
$345K ﹤0.01%
+2,024
1635
$345K ﹤0.01%
+16,100
1636
$344K ﹤0.01%
+16,485
1637
$343K ﹤0.01%
1,769
+497
1638
$343K ﹤0.01%
1,601
-778
1639
$342K ﹤0.01%
20,988
-6,253
1640
$342K ﹤0.01%
4,273
+378
1641
$342K ﹤0.01%
4,789
+12
1642
$342K ﹤0.01%
1,669
+196
1643
$340K ﹤0.01%
11,598
-7,780
1644
$338K ﹤0.01%
7,675
-8
1645
$337K ﹤0.01%
38,179
-3,036
1646
$337K ﹤0.01%
7,506
+18
1647
$337K ﹤0.01%
+6,368
1648
$337K ﹤0.01%
2,143
-3,223
1649
$336K ﹤0.01%
+9,603
1650
$336K ﹤0.01%
24,174
-325
64 65
66
67 68