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
$14.3B
AUM Growth
+$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$90.3M
3
+$83M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$80.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.7M

Top Sells

1
+$72.6M
2
+$64M
3
+$62.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$60.5M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$52.7M

Sector Composition

1 Technology 8.49%
2 Financials 3.83%
3 Consumer Discretionary 3.34%
4 Healthcare 3.01%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$70K ﹤0.01%
13,455
-81
1652
$66K ﹤0.01%
16,888
-419
1653
$64K ﹤0.01%
20,000
1654
$61K ﹤0.01%
+1,658
1655
$58K ﹤0.01%
+23,807
1656
$58K ﹤0.01%
12,556
-2,105
1657
$54K ﹤0.01%
+14,548
1658
$54K ﹤0.01%
391
1659
$46K ﹤0.01%
11,245
+725
1660
$46K ﹤0.01%
42
-7
1661
$46K ﹤0.01%
+14,000
1662
$45K ﹤0.01%
+14,666
1663
$44K ﹤0.01%
13,307
+307
1664
$43K ﹤0.01%
25,156
+1,501
1665
$41K ﹤0.01%
3,130
+592
1666
$40K ﹤0.01%
+10,576
1667
$39K ﹤0.01%
572
1668
$35K ﹤0.01%
1,265
+18
1669
$31K ﹤0.01%
12,674
1670
$28K ﹤0.01%
750
1671
$24K ﹤0.01%
22
-226
1672
$23K ﹤0.01%
10,300
1673
$18K ﹤0.01%
7
+2
1674
$17K ﹤0.01%
300
+47
1675
$16K ﹤0.01%
12,800
+300
65 66
67
68 69