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
$11.8B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,182
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.48%
2 Financials 6.99%
3 Consumer Discretionary 5.45%
4 Healthcare 4.15%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$28.9K ﹤0.01%
+2,009
1652
$28.8K ﹤0.01%
+1,519
1653
$28.4K ﹤0.01%
+804
1654
$28.2K ﹤0.01%
+1,302
1655
$27.8K ﹤0.01%
+590
1656
$27.8K ﹤0.01%
+257
1657
$27.6K ﹤0.01%
+150
1658
$27.6K ﹤0.01%
+427
1659
$27.4K ﹤0.01%
+578
1660
$27.2K ﹤0.01%
+501
1661
$27.2K ﹤0.01%
+380
1662
$27K ﹤0.01%
+1,507
1663
$26.9K ﹤0.01%
+1,384
1664
$26.9K ﹤0.01%
+1,380
1665
$26.8K ﹤0.01%
+1,340
1666
$26.8K ﹤0.01%
+1,085
1667
$26.7K ﹤0.01%
+427
1668
$26.7K ﹤0.01%
+1,100
1669
$26.7K ﹤0.01%
+805
1670
$26.4K ﹤0.01%
+1,084
1671
$26.2K ﹤0.01%
+1,055
1672
$26K ﹤0.01%
+523
1673
$25.9K ﹤0.01%
+549
1674
$25.9K ﹤0.01%
+1,051
1675
$25.7K ﹤0.01%
+772