Ae Wealth Management LLC
CIK Number: 0001697723
11.02B
Market Value
1,019
# of Holdings
16 months
Avg. Holding Period
72.37%
Win Rate
16.01%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 233.05 | -0.58% | 1.53M | -6.48% | 357.19M | 144.23 | 3.24% | |
| 2 | Microsoft Corp | 415.07 | -0.51% | 678.42K | +9.76% | 291.92M | 294.08 | 2.65% | |
| 3 | Nvidia Corporat... | 131.40 | -1.38% | 2.17M | +21.85% | 263.98M | 131.51 | 2.39% | |
| 4 | Janus Detroit S... | 48.92 | +0.02% | 4.40M | +3.03% | 215.99M | 48.13 | 1.96% | |
| 5 | Vanguard Index ... | 534.79 | +0.04% | 376.46K | -7.50% | 198.65M | 299.8 | 1.80% |
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