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
1751
$18.3K ﹤0.01%
+451
1752
$18.2K ﹤0.01%
+790
1753
$18.2K ﹤0.01%
+459
1754
$18.1K ﹤0.01%
+710
1755
$18.1K ﹤0.01%
+805
1756
$17.9K ﹤0.01%
+614
1757
$17.9K ﹤0.01%
+15
1758
$17.8K ﹤0.01%
+204
1759
$17.8K ﹤0.01%
+396
1760
$17.5K ﹤0.01%
+436
1761
$17.3K ﹤0.01%
+169
1762
$17K ﹤0.01%
+220
1763
$16.7K ﹤0.01%
+418
1764
$16.6K ﹤0.01%
+221
1765
$16.6K ﹤0.01%
+332
1766
$16.6K ﹤0.01%
+305
1767
$16.5K ﹤0.01%
+565
1768
$16.5K ﹤0.01%
+378
1769
$16.4K ﹤0.01%
+87
1770
$16.4K ﹤0.01%
+708
1771
$16.3K ﹤0.01%
+466
1772
$16.2K ﹤0.01%
+289
1773
$16.1K ﹤0.01%
+616
1774
$16.1K ﹤0.01%
+1,436
1775
$16K ﹤0.01%
+1,250