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
1876
$51.5K ﹤0.01%
26,841
+11,300
1877
$50.9K ﹤0.01%
12,472
1878
$50.9K ﹤0.01%
+10,380
1879
$47.7K ﹤0.01%
+10,477
1880
$46.8K ﹤0.01%
62,113
+39,987
1881
$45.7K ﹤0.01%
15,935
+15
1882
$44.5K ﹤0.01%
31,353
-222,923
1883
$42.8K ﹤0.01%
591
-3
1884
$42.6K ﹤0.01%
10,077
-305
1885
$40.5K ﹤0.01%
+973
1886
$39.9K ﹤0.01%
177
+51
1887
$38.5K ﹤0.01%
10,725
-1,520
1888
$33.6K ﹤0.01%
15,724
-45
1889
$32.3K ﹤0.01%
10,747
+6
1890
$32.3K ﹤0.01%
13,464
+53
1891
$32.1K ﹤0.01%
13,229
+689
1892
$31.1K ﹤0.01%
21,736
+3,390
1893
$31.1K ﹤0.01%
+12,038
1894
$30.6K ﹤0.01%
15,956
-2,400
1895
$30.6K ﹤0.01%
3,910
-27
1896
$30.2K ﹤0.01%
11,011
+9
1897
$29.7K ﹤0.01%
696
-411
1898
$28K ﹤0.01%
20,000
1899
$27.9K ﹤0.01%
12,983
1900
$26.6K ﹤0.01%
14,291
-254,106
74 75
76
77 78