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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$214K ﹤0.01%
1,478
-4,022
1652
$214K ﹤0.01%
2,691
-7,789
1653
$211K ﹤0.01%
+8,427
1654
$210K ﹤0.01%
+13,110
1655
$209K ﹤0.01%
4,590
-1,519
1656
$208K ﹤0.01%
+3,039
1657
$208K ﹤0.01%
+5,810
1658
$207K ﹤0.01%
4,698
-421
1659
$207K ﹤0.01%
+2,614
1660
$206K ﹤0.01%
+2,036
1661
$206K ﹤0.01%
3,184
-1,640
1662
$203K ﹤0.01%
18,747
+2,304
1663
$203K ﹤0.01%
+1,406
1664
$202K ﹤0.01%
9,449
-657
1665
$202K ﹤0.01%
18,900
1666
$202K ﹤0.01%
7,991
-1,248
1667
$200K ﹤0.01%
5,920
-639
1668
$197K ﹤0.01%
10,140
-255
1669
$193K ﹤0.01%
28,313
-9,920
1670
$189K ﹤0.01%
+11,636
1671
$188K ﹤0.01%
10,371
1672
$187K ﹤0.01%
15,188
-3,495
1673
$185K ﹤0.01%
18,401
1674
$182K ﹤0.01%
11,366
+27
1675
$182K ﹤0.01%
+10,772
65 66
67
68 69