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
$9.99B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$85M
2
+$81.3M
3
+$76.2M
4
AAPL icon
Apple
AAPL
+$72M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$47.2M

Top Sells

1
+$81.4M
2
+$57.4M
3
+$46.1M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$41.1M
5
JANT icon
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
+$38.6M

Sector Composition

1 Technology 12.38%
2 Financials 6.63%
3 Consumer Discretionary 5.16%
4 Healthcare 4.5%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.2M 0.14%
277,460
-70,804
177
$14.2M 0.14%
563,283
-99,862
178
$14.1M 0.14%
288,498
-1,081
179
$14M 0.14%
152,828
-8,016
180
$13.9M 0.14%
145,519
-54,946
181
$13.5M 0.14%
281,809
+13,378
182
$13.5M 0.14%
235,232
+206,169
183
$13.5M 0.14%
622,626
-110,317
184
$13.4M 0.13%
152,965
+7,250
185
$13.4M 0.13%
472,877
+34,773
186
$13.2M 0.13%
153,862
+25,566
187
$13.2M 0.13%
28,443
-7,709
188
$13.1M 0.13%
71,555
+28,170
189
$13.1M 0.13%
77,080
+73,294
190
$12.9M 0.13%
57,232
+30,806
191
$12.9M 0.13%
645,659
+606,129
192
$12.9M 0.13%
179,971
-1,649
193
$12.9M 0.13%
368,376
-89,648
194
$12.7M 0.13%
224,140
+22,698
195
$12.6M 0.13%
425,734
-75,421
196
$12.4M 0.12%
72,851
+24,802
197
$12.4M 0.12%
170,196
-13,826
198
$12.1M 0.12%
331,833
-42,132
199
$12.1M 0.12%
541,485
+72,564
200
$12.1M 0.12%
459,807
-55,989
6 7
8
9 10