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
1726
$20.9K ﹤0.01%
+330
1727
$20.7K ﹤0.01%
+1,028
1728
$20.6K ﹤0.01%
+626
1729
$20.6K ﹤0.01%
+700
1730
$20.6K ﹤0.01%
+624
1731
$20.3K ﹤0.01%
+742
1732
$20.2K ﹤0.01%
+731
1733
$20.2K ﹤0.01%
+190
1734
$20.1K ﹤0.01%
+661
1735
$20.1K ﹤0.01%
+898
1736
$20.1K ﹤0.01%
+174
1737
$20.1K ﹤0.01%
+182
1738
$19.9K ﹤0.01%
+329
1739
$19.8K ﹤0.01%
+810
1740
$19.6K ﹤0.01%
+193
1741
$19.4K ﹤0.01%
+861
1742
$19.4K ﹤0.01%
+674
1743
$19.2K ﹤0.01%
+431
1744
$19K ﹤0.01%
+675
1745
$18.8K ﹤0.01%
+351
1746
$18.7K ﹤0.01%
+375
1747
$18.6K ﹤0.01%
+525
1748
$18.6K ﹤0.01%
+290
1749
$18.4K ﹤0.01%
+783
1750
$18.3K ﹤0.01%
+339