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
$16.7B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,109
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$65.7M
3
+$58.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$34.6M
5
AAPL icon
Apple
AAPL
+$34.1M

Top Sells

1
+$47.8M
2
+$32.1M
3
+$31.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.7M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3M

Sector Composition

1 Technology 10.24%
2 Financials 4.58%
3 Healthcare 3.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$122K ﹤0.01%
10,034
+33
1827
$119K ﹤0.01%
3,940
+36
1828
$106K ﹤0.01%
+14,332
1829
$106K ﹤0.01%
10,905
-4,853
1830
$106K ﹤0.01%
16,859
+3,263
1831
$104K ﹤0.01%
12,092
+258
1832
$102K ﹤0.01%
13,335
1833
$102K ﹤0.01%
10,530
1834
$102K ﹤0.01%
+17,360
1835
$101K ﹤0.01%
12,192
+207
1836
$99.9K ﹤0.01%
+17,932
1837
$99.5K ﹤0.01%
20,737
1838
$98.3K ﹤0.01%
1,759
+88
1839
$96.2K ﹤0.01%
13,268
+1,299
1840
$94.8K ﹤0.01%
15,373
-482
1841
$93.2K ﹤0.01%
18,045
+97
1842
$91.1K ﹤0.01%
13,592
+1,660
1843
$89.2K ﹤0.01%
41,684
+1
1844
$89.2K ﹤0.01%
+11,252
1845
$88.2K ﹤0.01%
+215
1846
$88K ﹤0.01%
830
-35,106
1847
$87.9K ﹤0.01%
12,555
-74,222
1848
$87.1K ﹤0.01%
+10,611
1849
$86.4K ﹤0.01%
10,272
+187
1850
$85.9K ﹤0.01%
+25,114
72 73
74
75 76