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
1851
$219K ﹤0.01%
7,789
-12
1852
$219K ﹤0.01%
8,207
-172
1853
$218K ﹤0.01%
+2,952
1854
$218K ﹤0.01%
+4,152
1855
$217K ﹤0.01%
10,562
+273
1856
$217K ﹤0.01%
+5,340
1857
$215K ﹤0.01%
19,517
-200
1858
$215K ﹤0.01%
+14,672
1859
$215K ﹤0.01%
+7,385
1860
$215K ﹤0.01%
+1,161
1861
$214K ﹤0.01%
36,803
+22,195
1862
$213K ﹤0.01%
+26,604
1863
$212K ﹤0.01%
4,157
-20,785
1864
$211K ﹤0.01%
+1,160
1865
$211K ﹤0.01%
+9,462
1866
$211K ﹤0.01%
+2,317
1867
$210K ﹤0.01%
3,776
-561
1868
$209K ﹤0.01%
172
-15
1869
$209K ﹤0.01%
+3,987
1870
$209K ﹤0.01%
+2,892
1871
$208K ﹤0.01%
+7,387
1872
$207K ﹤0.01%
+7,078
1873
$206K ﹤0.01%
+9,384
1874
$206K ﹤0.01%
6,829
-852
1875
$206K ﹤0.01%
3,467
-733
73 74
75
76 77