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
1676
$256K ﹤0.01%
11,862
-5,394
1677
$255K ﹤0.01%
2,352
+340
1678
$254K ﹤0.01%
8,082
+423
1679
$254K ﹤0.01%
+10,108
1680
$254K ﹤0.01%
4,739
+103
1681
$253K ﹤0.01%
+6,536
1682
$253K ﹤0.01%
7,461
1683
$252K ﹤0.01%
+9,845
1684
$250K ﹤0.01%
1,532
+127
1685
$250K ﹤0.01%
1,743
-112
1686
$249K ﹤0.01%
+7,940
1687
$249K ﹤0.01%
4,137
-4,992
1688
$249K ﹤0.01%
+37,045
1689
$249K ﹤0.01%
+10,309
1690
$249K ﹤0.01%
6,325
-194
1691
$248K ﹤0.01%
+2,745
1692
$245K ﹤0.01%
31,898
-16,230
1693
$245K ﹤0.01%
+2,364
1694
$245K ﹤0.01%
+1,674
1695
$244K ﹤0.01%
9,171
-2,290
1696
$244K ﹤0.01%
5,367
-1,784
1697
$243K ﹤0.01%
+2,307
1698
$243K ﹤0.01%
+2,693
1699
$243K ﹤0.01%
18,601
-4,380
1700
$243K ﹤0.01%
7,209
-5,593
66 67
68
69 70