AWM

AE Wealth Management Portfolio holdings

AUM $17.4B
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$153M
2
+$128M
3
+$66.8M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$48.7M
5
AAPL icon
Apple
AAPL
+$48.4M

Top Sells

1
+$110M
2
+$80.3M
3
+$60.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$39.6M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$38.8M

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
2126
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2127
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2128
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-5,823
2129
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-10,725
2130
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2131
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-25,373
2132
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-3,910
2133
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-14,291
2134
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-11,252
2135
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-103,932
2136
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-6,256
2137
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-15,724
2138
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-19,333
2139
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-17,941
2140
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-9,571
2141
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-1,941
2142
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-2,897
2143
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-7,690
2144
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-149,606
2145
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-10,046
2146
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-7,063
2147
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-8,624
2148
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-492,158
2149
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-4,069
2150
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-23,645
84 85
86
87 88