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
1926
$120K ﹤0.01%
16,121
+1,276
1927
$120K ﹤0.01%
+12,117
1928
$116K ﹤0.01%
+2,261
1929
$114K ﹤0.01%
+10,553
1930
$112K ﹤0.01%
11,601
-4,560
1931
$109K ﹤0.01%
12,145
+1,873
1932
$109K ﹤0.01%
35,515
+4,705
1933
$108K ﹤0.01%
15,305
-2,055
1934
$107K ﹤0.01%
+17,096
1935
$105K ﹤0.01%
100,000
1936
$105K ﹤0.01%
30,748
+277
1937
$104K ﹤0.01%
12,358
+1,747
1938
$98.7K ﹤0.01%
+12,274
1939
$98.6K ﹤0.01%
10,354
-5,800
1940
$98K ﹤0.01%
25,664
-22,472
1941
$97.9K ﹤0.01%
12,335
-1,000
1942
$97K ﹤0.01%
16,812
-1,803
1943
$95.2K ﹤0.01%
61,197
1944
$93.8K ﹤0.01%
14,434
+2,382
1945
$92.4K ﹤0.01%
+20,051
1946
$91.7K ﹤0.01%
+19,474
1947
$91.1K ﹤0.01%
8,626
1948
$87.9K ﹤0.01%
+10,527
1949
$87.8K ﹤0.01%
11,257
-5,367
1950
$87.1K ﹤0.01%
16,776
+475
76 77
78
79 80