Ae Wealth Management LLC
CIK Number: 0001697723
11.79B
Market Value
1,684
# of Holdings
10 months
Avg. Holding Period
23.48%
Win Rate
9.76%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.89 | -9.38% | 1.63M | +6.43% | 408.56M | 131.13 | 3.47% |
| 2 | MSFT | Microsoft Corpo... | 373.07 | -2.37% | 754.81K | +11.26% | 318.15M | 306.97 | 2.70% |
| 3 | NVDA | NVIDIA Corporat... | 101.66 | -7.94% | 2.29M | +5.50% | 307.96M | 54.59 | 2.61% |
| 4 | VNLA | Janus Henderson... | 48.97 | -0.01% | 4.93M | +12.03% | 241.34M | 48.22 | 2.05% |
| 5 | AMZN | Amazon.com, Inc... | 178.02 | -9.18% | 980.66K | +3.18% | 215.15M | 141.43 | 1.83% |
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