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
1851
$85.6K ﹤0.01%
8,626
+5,830
1852
$84.4K ﹤0.01%
5,740
+118
1853
$83.8K ﹤0.01%
30,810
-120
1854
$82.7K ﹤0.01%
+10,046
1855
$82K ﹤0.01%
16,876
-388
1856
$81.5K ﹤0.01%
20,799
+634
1857
$80.5K ﹤0.01%
+16,301
1858
$78.4K ﹤0.01%
73,228
-34,400
1859
$77.7K ﹤0.01%
12,052
+858
1860
$76.9K ﹤0.01%
24,971
+2,755
1861
$76.5K ﹤0.01%
7,847
+595
1862
$76.5K ﹤0.01%
14,845
+860
1863
$76K ﹤0.01%
+10,977
1864
$74.3K ﹤0.01%
+13,877
1865
$73.7K ﹤0.01%
+11,023
1866
$71.8K ﹤0.01%
18,375
-896
1867
$66.8K ﹤0.01%
14,707
+5
1868
$65.3K ﹤0.01%
11,935
1869
$65K ﹤0.01%
35,701
+5,421
1870
$63.5K ﹤0.01%
14,608
+3,044
1871
$62.5K ﹤0.01%
3,817
-3,405
1872
$62.4K ﹤0.01%
10,222
-25,944
1873
$59K ﹤0.01%
10,151
1874
$53K ﹤0.01%
22,168
-3,779
1875
$52.9K ﹤0.01%
+10,455
73 74
75
76 77