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
Twilio
TWLO
$30.1B
| – | – |
-2,582
|
|
||
2377
Unity
U
$11.4B
| – | – |
-10,607
|
|
||
2378
Eaton Vance Total Return Bond ETF
EVTR
$5.2B
| – | – |
-4,586
|
|
||
|
SIXZ
2379
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
$338M
| – | – |
-655
|
|
||
|
QDVO
2380
Amplify CWP Growth & Income ETF
QDVO
$693M
| – | – |
-310
|
|