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
1701
$23.4K ﹤0.01%
+508
1702
$23.4K ﹤0.01%
+674
1703
$23.3K ﹤0.01%
+532
1704
$23.1K ﹤0.01%
+680
1705
$23K ﹤0.01%
+499
1706
$22.9K ﹤0.01%
+361
1707
$22.9K ﹤0.01%
+565
1708
$22.7K ﹤0.01%
+158
1709
$22.7K ﹤0.01%
+500
1710
$22.6K ﹤0.01%
+935
1711
$22.3K ﹤0.01%
+907
1712
$22.3K ﹤0.01%
+729
1713
$22.2K ﹤0.01%
+1,225
1714
$22.2K ﹤0.01%
+730
1715
$22.2K ﹤0.01%
+485
1716
$22.1K ﹤0.01%
+505
1717
$22.1K ﹤0.01%
+232
1718
$21.8K ﹤0.01%
+1,200
1719
$21.8K ﹤0.01%
+925
1720
$21.6K ﹤0.01%
10,281
1721
$21.5K ﹤0.01%
+678
1722
$21.5K ﹤0.01%
+420
1723
$21.3K ﹤0.01%
+914
1724
$21.2K ﹤0.01%
+836
1725
$21.1K ﹤0.01%
+840