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
1776
$15.8K ﹤0.01%
+496
1777
$15.8K ﹤0.01%
+115
1778
$15.8K ﹤0.01%
+478
1779
$15.7K ﹤0.01%
+177
1780
$15.7K ﹤0.01%
+338
1781
$15.5K ﹤0.01%
+265
1782
$15.4K ﹤0.01%
+423
1783
$15.3K ﹤0.01%
+91
1784
$15.1K ﹤0.01%
+628
1785
$15.1K ﹤0.01%
+285
1786
$15.1K ﹤0.01%
+514
1787
$15K ﹤0.01%
+198
1788
$14.7K ﹤0.01%
+241
1789
$14.5K ﹤0.01%
+655
1790
$14.4K ﹤0.01%
+696
1791
$14.3K ﹤0.01%
+265
1792
$14K ﹤0.01%
+908
1793
$13.9K ﹤0.01%
+211
1794
$13.8K ﹤0.01%
+315
1795
$13.7K ﹤0.01%
+655
1796
$13.7K ﹤0.01%
+274
1797
$13.6K ﹤0.01%
+1,700
1798
$13.6K ﹤0.01%
+391
1799
$13.4K ﹤0.01%
+144
1800
$13.4K ﹤0.01%
+115