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
1651
$270K ﹤0.01%
+11,998
1652
$270K ﹤0.01%
9,176
-12,051
1653
$269K ﹤0.01%
+3,547
1654
$269K ﹤0.01%
3,194
+460
1655
$269K ﹤0.01%
2,613
+53
1656
$268K ﹤0.01%
4,619
-35
1657
$268K ﹤0.01%
+8,070
1658
$267K ﹤0.01%
7,914
-135
1659
$267K ﹤0.01%
20,713
-28,510
1660
$266K ﹤0.01%
3,098
+881
1661
$266K ﹤0.01%
315
+35
1662
$265K ﹤0.01%
8,630
-775
1663
$265K ﹤0.01%
7,683
-42
1664
$264K ﹤0.01%
23,728
-13,958
1665
$263K ﹤0.01%
8,659
-6,932
1666
$262K ﹤0.01%
957
+12
1667
$262K ﹤0.01%
+5,672
1668
$261K ﹤0.01%
+9,914
1669
$258K ﹤0.01%
3,510
+80
1670
$258K ﹤0.01%
+1,473
1671
$257K ﹤0.01%
5,427
+166
1672
$256K ﹤0.01%
+9,351
1673
$256K ﹤0.01%
+5,986
1674
$256K ﹤0.01%
7,423
+1,525
1675
$256K ﹤0.01%
2,820
-870
65 66
67
68 69