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
1676
$180K ﹤0.01%
11,103
+693
1677
$180K ﹤0.01%
53,146
-60,288
1678
$178K ﹤0.01%
12,368
+1,695
1679
$178K ﹤0.01%
47,430
+300
1680
$176K ﹤0.01%
13,519
-36,002
1681
$176K ﹤0.01%
19,538
-3,264
1682
$174K ﹤0.01%
10,812
-925
1683
$171K ﹤0.01%
12,468
+480
1684
$169K ﹤0.01%
10,320
-5,795
1685
$164K ﹤0.01%
+15,243
1686
$164K ﹤0.01%
21,160
+14,218
1687
$162K ﹤0.01%
12,964
-8,516
1688
$154K ﹤0.01%
24,739
+1,399
1689
$152K ﹤0.01%
10,643
-1,558
1690
$151K ﹤0.01%
53,965
1691
$148K ﹤0.01%
+10,639
1692
$147K ﹤0.01%
18,614
+1,439
1693
$146K ﹤0.01%
+13,456
1694
$144K ﹤0.01%
12,990
-4,058
1695
$144K ﹤0.01%
+17,123
1696
$143K ﹤0.01%
10,161
1697
$143K ﹤0.01%
12,690
-8,788
1698
$136K ﹤0.01%
21,929
+6,810
1699
$133K ﹤0.01%
10,766
-1,853
1700
$133K ﹤0.01%
15,409
-8,335
66 67
68
69 70