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
1826
$11K ﹤0.01%
+136
1827
$11K ﹤0.01%
+202
1828
$10.9K ﹤0.01%
+350
1829
$10.9K ﹤0.01%
+286
1830
$10.9K ﹤0.01%
+232
1831
$10.9K ﹤0.01%
+75
1832
$10.7K ﹤0.01%
+295
1833
$10.7K ﹤0.01%
+301
1834
$10.6K ﹤0.01%
+336
1835
$10.6K ﹤0.01%
+95
1836
$10.5K ﹤0.01%
+532
1837
$10.5K ﹤0.01%
+450
1838
$10.3K ﹤0.01%
+460
1839
$10.2K ﹤0.01%
+248
1840
$10.2K ﹤0.01%
+309
1841
$10.1K ﹤0.01%
+12,600
1842
$10.1K ﹤0.01%
+1,000
1843
$10.1K ﹤0.01%
+236
1844
$10.1K ﹤0.01%
+420
1845
$9.89K ﹤0.01%
+521
1846
$9.8K ﹤0.01%
+427
1847
$9.77K ﹤0.01%
+326
1848
$9.77K ﹤0.01%
+300
1849
$9.53K ﹤0.01%
+480
1850
$9.5K ﹤0.01%
+456