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
$19.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$128M
3
+$67.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.7M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$51.3M

Top Sells

1
+$110M
2
+$83.1M
3
+$60.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Sector Composition

1 Technology 11.46%
2 Financials 5.12%
3 Consumer Discretionary 3.8%
4 Healthcare 3.68%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$261K ﹤0.01%
11,371
-546
1777
$261K ﹤0.01%
+7,014
1778
$259K ﹤0.01%
4,938
-4,668
1779
$259K ﹤0.01%
+3,244
1780
$258K ﹤0.01%
+3,345
1781
$257K ﹤0.01%
+2,596
1782
$256K ﹤0.01%
+5,512
1783
$255K ﹤0.01%
2,498
-21,016
1784
$255K ﹤0.01%
9,299
-2,076
1785
$253K ﹤0.01%
2,435
-6,425
1786
$253K ﹤0.01%
2,693
-5,090
1787
$252K ﹤0.01%
17,680
-2,162
1788
$251K ﹤0.01%
5,538
+111
1789
$250K ﹤0.01%
18,144
-457
1790
$250K ﹤0.01%
+15,083
1791
$250K ﹤0.01%
5,252
-13,014
1792
$250K ﹤0.01%
+12,230
1793
$249K ﹤0.01%
5,774
+1,895
1794
$249K ﹤0.01%
3,565
+141
1795
$249K ﹤0.01%
106,973
+33,745
1796
$248K ﹤0.01%
6,971
-1,224
1797
$248K ﹤0.01%
7,314
+364
1798
$248K ﹤0.01%
+14,395
1799
$248K ﹤0.01%
28,738
-12,337
1800
$246K ﹤0.01%
+2,217
70 71
72
73 74