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
1676
$25.7K ﹤0.01%
10,520
-540
1677
$25.3K ﹤0.01%
+379
1678
$25.2K ﹤0.01%
+15,250
1679
$25.1K ﹤0.01%
+1,015
1680
$25K ﹤0.01%
+290
1681
$25K ﹤0.01%
+996
1682
$25K ﹤0.01%
+1,074
1683
$24.9K ﹤0.01%
+825
1684
$24.9K ﹤0.01%
+703
1685
$24.7K ﹤0.01%
+164
1686
$24.4K ﹤0.01%
+650
1687
$24.3K ﹤0.01%
+216
1688
$24.3K ﹤0.01%
+914
1689
$24.3K ﹤0.01%
+788
1690
$24.2K ﹤0.01%
+685
1691
$24.1K ﹤0.01%
+952
1692
$24K ﹤0.01%
+652
1693
$24K ﹤0.01%
+174
1694
$23.9K ﹤0.01%
+613
1695
$23.9K ﹤0.01%
+794
1696
$23.8K ﹤0.01%
+635
1697
$23.7K ﹤0.01%
+500
1698
$23.6K ﹤0.01%
+442
1699
$23.5K ﹤0.01%
+465
1700
$23.4K ﹤0.01%
+557