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
1976
$57.8K ﹤0.01%
+18,194
1977
$56.3K ﹤0.01%
11,491
+1,036
1978
$54.3K ﹤0.01%
62,166
+53
1979
$53.3K ﹤0.01%
124
-91
1980
$52.5K ﹤0.01%
+11,243
1981
$52.4K ﹤0.01%
+10,367
1982
$49.5K ﹤0.01%
+38,654
1983
$46.4K ﹤0.01%
26,841
1984
$46.2K ﹤0.01%
15,920
-15
1985
$44.9K ﹤0.01%
12,034
-4
1986
$44.3K ﹤0.01%
10,077
1987
$43.3K ﹤0.01%
22,669
+501
1988
$38.2K ﹤0.01%
1,441
-318
1989
$36.6K ﹤0.01%
41,684
1990
$36.2K ﹤0.01%
25,851
-5,502
1991
$34.9K ﹤0.01%
+19,155
1992
$34.7K ﹤0.01%
13,462
-2
1993
$34.2K ﹤0.01%
12,472
1994
$33.8K ﹤0.01%
27,228
+933
1995
$33K ﹤0.01%
+750
1996
$32.7K ﹤0.01%
+17,192
1997
$32.1K ﹤0.01%
10,520
-227
1998
$31.1K ﹤0.01%
10,000
1999
$30.7K ﹤0.01%
595
+4
2000
$29.9K ﹤0.01%
11,002
-9
78 79
80
81 82