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
1776
$23.7K ﹤0.01%
41,786
+30,189
1777
$23.5K ﹤0.01%
3,600
+100
1778
$23.3K ﹤0.01%
13,864
+2,832
1779
$22.9K ﹤0.01%
1,112
+119
1780
$22.4K ﹤0.01%
+8,350
1781
$21.5K ﹤0.01%
12,075
1782
$21.1K ﹤0.01%
21,951
-131
1783
$20.7K ﹤0.01%
11,788
1784
$17.9K ﹤0.01%
395
1785
$17.6K ﹤0.01%
+15,541
1786
$14.7K ﹤0.01%
12,800
1787
$13.2K ﹤0.01%
13,078
+11,948
1788
$12.5K ﹤0.01%
515
+3
1789
$11.7K ﹤0.01%
13,207
-500
1790
$11.5K ﹤0.01%
674
-15
1791
$11K ﹤0.01%
1,870
1792
$10.5K ﹤0.01%
10,007
1793
$10.3K ﹤0.01%
+715
1794
$9.95K ﹤0.01%
2,140
-67
1795
$8.38K ﹤0.01%
+18,800
1796
$8.07K ﹤0.01%
12,223
1797
$7.75K ﹤0.01%
+1,457
1798
$6K ﹤0.01%
750
1799
$5.99K ﹤0.01%
24,500
1800
– –
0
70 71
72
73 74