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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-7,871
2127
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2128
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2130
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2132
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-8,624
2133
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-492,158
2134
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-4,069
2135
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-23,645
2136
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-31,337
2137
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-32,578
2138
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-15,700
2139
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-59,628
2140
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2141
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2142
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2143
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2144
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2145
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2146
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2147
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2148
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2149
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2150
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-103,932
84 85
86
87 88