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 | +$128M | |
| 2 | +$123M | |
| 3 | +$77.6M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$60.9M |
| 5 |
Apple
AAPL
|
+$52.5M |
Top Sells
| 1 | +$86.7M | |
| 2 | +$72.1M | |
| 3 | +$71.5M | |
| 4 |
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
|
+$70.2M |
| 5 |
SIXD
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
|
+$64.6M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 7.37% |
| 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
LPL Financial
LPLA
$29.4B
| – | – |
-7,211
|
|
||
2377
Morningstar
MORN
$8.42B
| – | – |
-1,740
|
|
||
2378
YieldMax MRNA Option Income Strategy ETF
MRNY
$91.9M
| – | – |
-1,114
|
|
||
2379
Colterpoint Net Lease Real Estate ETF
NETL
$43.1M
| – | – |
-261
|
|
||
2380
New Jersey Resources
NJR
$4.91B
| – | – |
-7,050
|
|