AWM
AE Wealth Management Portfolio holdings
AUM
$17.4B
1-Year Est. Return
19.01%
This Fund
S&P 500
1 Year Est. Return
+19.01%
AUM
$15.7B
AUM Growth
+$2.01B
(+15%)
Holding
2,380
Top Buys
| 1 | +$124M | |
| 2 | +$120M | |
| 3 | +$76M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$59.7M |
| 5 |
Apple
AAPL
|
+$46.6M |
Top Sells
| 1 | +$85.3M | |
| 2 | +$70.6M | |
| 3 | +$69.3M | |
| 4 |
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
|
+$68.4M |
| 5 |
SIXD
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
|
+$63.6M |
Sector Composition
| 1 | Technology | 15.73% |
| 2 | Financials | 7.38% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Communication Services | 4.68% |
| 5 | Healthcare | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2376
FT Vest Buffered Allocation Growth ETF
BUFG
$291M
| – | – |
-3,145
|
|
||
2377
Defiance R2000 Weekly Distribution ETF
IWMY
$95.3M
| – | – |
-160
|
|
||
2378
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
| – | – |
-200
|
|
||
2379
TriNet
TNET
$1.75B
| – | – |
-3,160
|
|
||
2380
GraniteShares 2x Short TSLA Daily ETF
TSDD
$51M
| – | – |
-900
|
|