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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$296K ﹤0.01%
15,834
+4,835
1702
$296K ﹤0.01%
2,877
-1,313
1703
$296K ﹤0.01%
15,303
-2,148
1704
$296K ﹤0.01%
5,816
+736
1705
$295K ﹤0.01%
5,058
+928
1706
$295K ﹤0.01%
31,332
-1,592
1707
$295K ﹤0.01%
4,648
+626
1708
$294K ﹤0.01%
47,857
-21,455
1709
$294K ﹤0.01%
3,819
-35,628
1710
$293K ﹤0.01%
+2,581
1711
$293K ﹤0.01%
13,656
-664
1712
$293K ﹤0.01%
+19,551
1713
$292K ﹤0.01%
22,590
-775
1714
$292K ﹤0.01%
+3,827
1715
$292K ﹤0.01%
3,523
-25,579
1716
$291K ﹤0.01%
13,835
+4,300
1717
$291K ﹤0.01%
+13,067
1718
$290K ﹤0.01%
11,920
+2,683
1719
$289K ﹤0.01%
3,430
-1,590
1720
$289K ﹤0.01%
4,943
+134
1721
$288K ﹤0.01%
+2,619
1722
$288K ﹤0.01%
3,227
+438
1723
$288K ﹤0.01%
26,441
-922
1724
$287K ﹤0.01%
684
+119
1725
$286K ﹤0.01%
+8,372
67 68
69
70 71