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
$16.7B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,109
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$65.7M
3
+$58.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$34.6M
5
AAPL icon
Apple
AAPL
+$34.1M

Top Sells

1
+$47.8M
2
+$32.1M
3
+$31.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3M

Sector Composition

1 Technology 10.24%
2 Financials 4.58%
3 Healthcare 3.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$219K ﹤0.01%
+3,127
1752
$218K ﹤0.01%
2,359
-2,870
1753
$218K ﹤0.01%
2,624
+242
1754
$218K ﹤0.01%
+3,224
1755
$217K ﹤0.01%
26,957
+3,403
1756
$216K ﹤0.01%
+5,718
1757
$216K ﹤0.01%
+4,481
1758
$215K ﹤0.01%
+5,862
1759
$215K ﹤0.01%
34,400
+13,587
1760
$215K ﹤0.01%
+3,021
1761
$212K ﹤0.01%
+4,446
1762
$211K ﹤0.01%
1,417
-346
1763
$211K ﹤0.01%
15,881
-93
1764
$210K ﹤0.01%
55,526
-10,339
1765
$209K ﹤0.01%
+558
1766
$208K ﹤0.01%
3,424
+92
1767
$208K ﹤0.01%
+4,022
1768
$207K ﹤0.01%
+9,535
1769
$207K ﹤0.01%
187
+22
1770
$207K ﹤0.01%
+5,823
1771
$205K ﹤0.01%
+2,996
1772
$205K ﹤0.01%
4,072
-1,064
1773
$204K ﹤0.01%
+3,109
1774
$204K ﹤0.01%
+1,272
1775
$203K ﹤0.01%
+18,840
69 70
71
72 73