Ae Wealth Management LLC

CIK Number: 0001697723

11.02B
Market Value
1,021
# of Holdings
16 months
Avg. Holding Period
72.32%
Win Rate
16.01%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Apple Inc
248.21
+0.10% 1.53M -6.48% 357.19M 144.23 3.24%
2 Microsoft Corp
447.43
-0.47% 678.42K +9.76% 291.92M 294.08 2.65%
3 Nvidia Corporat...
134.16
-2.32% 2.17M +21.85% 263.98M 131.51 2.39%
4 Janus Detroit S...
49.03
+0.07% 4.40M +3.03% 215.99M 48.13 1.96%
5
Vanguard Index ...
555.68
+0.01% 376.46K -7.50% 198.65M 299.8 1.80%

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