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AWP

Avid Wealth Partners Portfolio holdings

AUM $207M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
+10.84%
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
+$94.7M
Cap. Flow %
93.92%
Top 10 Hldgs %
84.03%
Holding
30
New
30
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.51%
2 Communication Services 1.29%
3 Consumer Discretionary 0.69%
4 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IYW icon
1
iShares US Technology ETF
IYW
$25.1B
$17.2M 17.08%
+140,380
New +$15.9M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$194B
$11.4M 11.3%
+161,981
New +$10.7M
EMXC icon
3
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$9.04M 8.96%
+163,078
New +$8.4M
OEF icon
4
iShares S&P 100 ETF
OEF
$20.5B
$8.95M 8.87%
+40,065
New +$8.43M
IWM icon
5
iShares Russell 2000 ETF
IWM
$82.8B
$8.89M 8.82%
+44,308
New +$7.94M
XMHQ icon
6
Invesco S&P MidCap Quality ETF
XMHQ
$5.62B
$7.56M 7.49%
+85,214
New +$7M
GLDM icon
7
SPDR Gold MiniShares Trust
GLDM
$28.9B
$6.7M 6.64%
+163,761
New +$6.42M
URA icon
8
Global X Uranium ETF
URA
$5.96B
$6.16M 6.1%
+222,340
New +$6.1M
TLT icon
9
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
$5.28M 5.23%
+53,406
New +$4.83M
JAAA icon
10
Janus Henderson AAA CLO ETF
JAAA
$29.2B
$3.57M 3.53%
+70,894
New +$3.56M
MINT icon
11
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$3.21M 3.18%
+32,131
New +$3.21M
DXJ icon
12
WisdomTree Japan Hedged Equity Fund
DXJ
$7.3B
$2.41M 2.39%
+27,447
New +$2.43M
MUB icon
13
iShares National Muni Bond ETF
MUB
$45.4B
$2.41M 2.39%
+22,219
New +$2.32M
GTO icon
14
Invesco Total Return Bond ETF
GTO
$2.44B
$1.57M 1.56%
+33,270
New +$1.5M
MSFT icon
15
Microsoft
MSFT
$3.64T
$880K 0.87%
+2,339
New +$833K
SPTM icon
16
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$858K 0.85%
+14,678
New +$801K
AAPL icon
17
Apple
AAPL
$4.52T
$749K 0.74%
+3,891
New +$718K
AMZN icon
18
Amazon
AMZN
$2.98T
$496K 0.49%
+3,263
New +$457K
NVDA icon
19
NVIDIA
NVDA
$5.31T
$465K 0.46%
+9,390
New +$435K
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$445K 0.44%
+937
New +$417K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.64T
$375K 0.37%
+2,682
New +$360K
META icon
22
Meta Platforms (Facebook)
META
$1.5T
$357K 0.35%
+1,009
New +$329K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.61T
$347K 0.34%
+2,462
New +$334K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$901B
$243K 0.24%
+509
New +$228K
CRM icon
25
Salesforce
CRM
$157B
$236K 0.23%
+898
New +$203K

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Avid Wealth Partners's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Avid Wealth Partners, which disclosed 30 positions worth $101M. Its ten largest holdings account for 84% of the portfolio.

Its largest position is iShares US Technology ETF: 140,380 shares worth $17.2M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, followed by Communication Services and Consumer Discretionary.

  • Avid Wealth Partners's largest Q4 2023 buy was iShares US Technology ETF: 140,380 shares worth $17.2M.
  • Avid Wealth Partners's ten largest holdings make up 84% of its $101M portfolio in Q4 2023.
  • Avid Wealth Partners disclosed 30 positions in Q4 2023, its first 13F filing on record.

Based on Avid Wealth Partners's 13F filing for Q4 2023, filed 23 Jan 2024.