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
$11.9B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,311
New
Increased
Reduced
Closed

Top Buys

1 +$47.4M
2 +$25.8M
3 +$25.2M
4
MSFT icon
Microsoft
MSFT
+$23.8M
5
AUGZ icon
TrueShares Structured Outcome August ETF
AUGZ
+$21.2M

Sector Composition

1 Technology 12.46%
2 Financials 7.58%
3 Consumer Discretionary 5.09%
4 Healthcare 4.22%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$23.9K ﹤0.01%
227
-126
1702
$23.9K ﹤0.01%
1,594
-1,690
1703
$23.8K ﹤0.01%
685
1704
$23.7K ﹤0.01%
674
1705
$23.6K ﹤0.01%
1,149
-2,851
1706
$23.5K ﹤0.01%
1,026
-1,202
1707
$23.5K ﹤0.01%
1,407
-100
1708
$23.4K ﹤0.01%
757
-2,320
1709
$23.4K ﹤0.01%
857
+798
1710
$23.3K ﹤0.01%
1,393
-440
1711
$23.3K ﹤0.01%
403
-24
1712
$23.2K ﹤0.01%
879
-73
1713
$23.1K ﹤0.01%
233
-138
1714
$23.1K ﹤0.01%
499
1715
$23K ﹤0.01%
736
-967
1716
$23K ﹤0.01%
+800
1717
$22.8K ﹤0.01%
652
1718
$22.5K ﹤0.01%
361
1719
$22.5K ﹤0.01%
232
1720
$22.3K ﹤0.01%
505
1721
$22.3K ﹤0.01%
204
-4,145
1722
$22.3K ﹤0.01%
294
-1,355
1723
$22.1K ﹤0.01%
419
+314
1724
$22K ﹤0.01%
415
+110
1725
$22K ﹤0.01%
729