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
1726
$286K ﹤0.01%
+13,361
1727
$286K ﹤0.01%
20,048
-12,852
1728
$286K ﹤0.01%
36,658
-387
1729
$285K ﹤0.01%
4,538
-2,446
1730
$285K ﹤0.01%
4,075
+966
1731
$284K ﹤0.01%
7,449
+26
1732
$283K ﹤0.01%
5,559
-211
1733
$282K ﹤0.01%
1,924
+345
1734
$282K ﹤0.01%
34,529
+7,572
1735
$282K ﹤0.01%
4,308
-10,184
1736
$281K ﹤0.01%
15,422
-6,716
1737
$281K ﹤0.01%
5,524
+454
1738
$281K ﹤0.01%
10,862
-151,465
1739
$279K ﹤0.01%
7,941
+549
1740
$279K ﹤0.01%
6,057
-20,724
1741
$278K ﹤0.01%
8,503
-423
1742
$277K ﹤0.01%
10,559
-1,876
1743
$277K ﹤0.01%
3,186
+90
1744
$277K ﹤0.01%
4,525
+388
1745
$277K ﹤0.01%
7,792
-58
1746
$277K ﹤0.01%
24,218
-17,258
1747
$276K ﹤0.01%
1,212
+56
1748
$276K ﹤0.01%
+1,267
1749
$276K ﹤0.01%
+21,345
1750
$275K ﹤0.01%
2,796
+51
68 69
70
71 72