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
1751
$42.3K ﹤0.01%
507
+13
1752
$42.3K ﹤0.01%
12,893
-400
1753
$40.8K ﹤0.01%
11,452
-1,310
1754
$39.5K ﹤0.01%
+13,329
1755
$39.1K ﹤0.01%
88,753
+52,533
1756
$38.4K ﹤0.01%
568
+182
1757
$36.2K ﹤0.01%
+304
1758
$35.9K ﹤0.01%
41
+4
1759
$35.7K ﹤0.01%
+759
1760
$34.9K ﹤0.01%
13,758
-274
1761
$34.8K ﹤0.01%
11,141
1762
$34.7K ﹤0.01%
+11,352
1763
$34.3K ﹤0.01%
15,866
-47
1764
$34.2K ﹤0.01%
2,337
1765
$34K ﹤0.01%
12,058
-17
1766
$32.8K ﹤0.01%
+2,952
1767
$32.2K ﹤0.01%
+2,945
1768
$32K ﹤0.01%
+11,364
1769
$30.3K ﹤0.01%
53
+8
1770
$30.1K ﹤0.01%
+11,983
1771
$29.5K ﹤0.01%
13,413
+28
1772
$29.2K ﹤0.01%
+213
1773
$28.6K ﹤0.01%
20,000
1774
$26.6K ﹤0.01%
70
+2
1775
$25.9K ﹤0.01%
2,804
+345
69 70
71
72 73