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
2026
$6.79K ﹤0.01%
+1,085
2027
$6.02K ﹤0.01%
596
2028
$5.82K ﹤0.01%
2,670
2029
$5.74K ﹤0.01%
81
+10
2030
$5.52K ﹤0.01%
+65,756
2031
$5.47K ﹤0.01%
40,500
+17,931
2032
$4.17K ﹤0.01%
12,630
+1
2033
– –
0
2034
$2.91K ﹤0.01%
11,099
+177
2035
$589 ﹤0.01%
10,300
2036
– –
-11,363
2037
– –
-3,666
2038
– –
-5,222
2039
– –
-14,561
2040
– –
-25,588
2041
– –
-63,026
2042
– –
-8,615
2043
– –
-13,497
2044
– –
-48,209
2045
– –
-15,881
2046
– –
-10,063
2047
– –
-55,526
2048
– –
-2,307
2049
– –
-105,081
2050
– –
-73,425
80 81
82
83 84