Ae Wealth Management LLC
CIK Number: 0001697723
11.79B
Market Value
1,022
# of Holdings
10 months
Avg. Holding Period
73.67%
Win Rate
9.73%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 238.04 | -1.57% | 1.53M | -6.48% | 357.19M | 123.47 | 3.24% | |
| 2 | Microsoft Corp | 387.92 | -2.29% | 678.42K | +9.76% | 291.92M | 294.08 | 2.65% | |
| 3 | Nvidia Corporat... | 114.03 | -8.72% | 2.17M | +21.85% | 263.98M | 50.21 | 2.39% | |
| 4 | Janus Detroit S... | 49.00 | -0.43% | 4.4M | +3.03% | 215.99M | 48.13 | 1.96% | |
| 5 | Vanguard Index ... | 536.14 | -1.86% | 376.46K | -7.50% | 198.65M | 299.8 | 1.80% |
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