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
$247M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 4.91%
2 Consumer Staples 4.74%
3 Communication Services 4.39%
4 Healthcare 4.18%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$229K 0.09%
+13,730
177
$223K 0.09%
+6,274
178
$222K 0.09%
+1,827
179
$219K 0.09%
+1,666
180
$216K 0.09%
+11,395
181
$214K 0.09%
+2,803
182
$207K 0.08%
+1,982
183
$204K 0.08%
+5,807
184
$186K 0.08%
+4,654
185
$177K 0.07%
+13,826
186
$167K 0.07%
+10,873
187
$148K 0.06%
+6,659
188
$144K 0.06%
+3,407
189
$59K 0.02%
+1,323