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
1801
$246K ﹤0.01%
7,374
-372
1802
$246K ﹤0.01%
+3,208
1803
$245K ﹤0.01%
+5,077
1804
$245K ﹤0.01%
+12,659
1805
$244K ﹤0.01%
+436
1806
$244K ﹤0.01%
7,786
-388
1807
$243K ﹤0.01%
+2,426
1808
$242K ﹤0.01%
5,833
+223
1809
$242K ﹤0.01%
10,797
-1,065
1810
$242K ﹤0.01%
+8,946
1811
$242K ﹤0.01%
+7,557
1812
$241K ﹤0.01%
+3,451
1813
$240K ﹤0.01%
11,120
-352
1814
$240K ﹤0.01%
50,289
+36,412
1815
$239K ﹤0.01%
+6,010
1816
$239K ﹤0.01%
9,907
+1,825
1817
$237K ﹤0.01%
+3,027
1818
$237K ﹤0.01%
+8,174
1819
$235K ﹤0.01%
33,355
+20,800
1820
$235K ﹤0.01%
+8,878
1821
$234K ﹤0.01%
+8,575
1822
$234K ﹤0.01%
3,449
+322
1823
$234K ﹤0.01%
14,622
1824
$233K ﹤0.01%
5,099
+618
1825
$233K ﹤0.01%
3,132
-2,372
71 72
73
74 75