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
1801
$13.4K ﹤0.01%
750
1802
$13.3K ﹤0.01%
+337
1803
$13.3K ﹤0.01%
+285
1804
$13.3K ﹤0.01%
+555
1805
$13.2K ﹤0.01%
+175
1806
$13.1K ﹤0.01%
+323
1807
$13K ﹤0.01%
+648
1808
$12.9K ﹤0.01%
+329
1809
$12.8K ﹤0.01%
+455
1810
$12.8K ﹤0.01%
+168
1811
$12.8K ﹤0.01%
+269
1812
$12.8K ﹤0.01%
+125
1813
$12.6K ﹤0.01%
+166
1814
$12.6K ﹤0.01%
+299
1815
$12.6K ﹤0.01%
+151
1816
$12.5K ﹤0.01%
410
-11,978
1817
$12.4K ﹤0.01%
+519
1818
$12.4K ﹤0.01%
+412
1819
$12.3K ﹤0.01%
+218
1820
$12.3K ﹤0.01%
+598
1821
$12K ﹤0.01%
+638
1822
$11.4K ﹤0.01%
+168
1823
$11.4K ﹤0.01%
+711
1824
$11.3K ﹤0.01%
+360
1825
$11K ﹤0.01%
+399