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
$13.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$43.5M
3
+$41.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.6M
5
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$28.1M

Top Sells

1
+$68.8M
2
+$58.4M
3
+$52.1M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$49.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.6M

Sector Composition

1 Technology 7.55%
2 Financials 5.37%
3 Healthcare 4%
4 Energy 3.71%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$82.5K ﹤0.01%
+12,677
1727
$81.5K ﹤0.01%
+269
1728
$80.8K ﹤0.01%
+18,799
1729
$79.3K ﹤0.01%
18,750
-128
1730
$79.3K ﹤0.01%
+14,260
1731
$79.1K ﹤0.01%
+20,385
1732
$77.4K ﹤0.01%
18,914
+111
1733
$77.3K ﹤0.01%
28,725
-115
1734
$76.9K ﹤0.01%
11,874
-666
1735
$76.7K ﹤0.01%
+11,260
1736
$70.2K ﹤0.01%
10,632
+233
1737
$69.7K ﹤0.01%
17,955
+4,396
1738
$69.5K ﹤0.01%
+11,175
1739
$69.2K ﹤0.01%
12,627
-612
1740
$64.7K ﹤0.01%
35,947
-10
1741
$63.3K ﹤0.01%
10,151
1742
$61.5K ﹤0.01%
+10,066
1743
$59.9K ﹤0.01%
+21,004
1744
$59.6K ﹤0.01%
13,606
+191
1745
$56.4K ﹤0.01%
10,102
-2,939
1746
$53K ﹤0.01%
12,472
1747
$52.8K ﹤0.01%
10,704
-15,442
1748
– –
0
1749
$44.2K ﹤0.01%
17,987
-14,842
1750
$43.8K ﹤0.01%
12,803
-18,662
68 69
70
71 72