AE Wealth Management’s latest sector allocation model suggests overweight positions in AI-related semiconductors and software stocks, forecasting a 12–15% upside over the next 9 months, supported by solid earnings guidance and expanding profit margins across major chipmakers. For two decades, HuffPost has been fearless, unflinching, and relentless in pursuit of the truth. Support our mission to keep us around for the next 20 — we can't do this without you. “Reaching $40 billion in assets under management is a testament to the dedication of our advisors and the power of our collective vision,” said David Callanan, AEWM and Advisors Excel Co-Founder. “We are honored by the trust placed in AEWM and inspired by the profound impact that financial professionals make in the lives of their clients. This milestone is not just a celebration of numbers—it’s a celebration of the success stories we’ve built together.” According to AE Wealth Management, small-cap stocks (Russell 2000) could outperform large caps into Q3 as liquidity conditions remain favorable and investor risk appetite broadens beyond mega-cap tech.
