AWE
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Avidian Wealth Enterprises’s TCW Strategic Income Fund TSI Stock Holding History

Avidian Wealth Enterprises’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,100
Closed -$49.7K – 602
2025
Q3 		$49.7K Buy
10,100
+42
+0.4% +$207 ﹤0.01% 578
2025
Q2 		$49.1K Buy
10,058
+41
+0.4% +$200 ﹤0.01% 547
2025
Q1 		$48.7K Buy
+10,017
New +$48.6K ﹤0.01% 514
2024
Q4 		– Sell
-11,764
Closed -$60.4K – 539
2024
Q3 		$60.4K Buy
11,764
+36
+0.3% +$179 ﹤0.01% 495
2024
Q2 		$55.6K Buy
11,728
+38
+0.3% +$177 ﹤0.01% 495
2024
Q1 		$56.2K Buy
11,690
+37
+0.3% +$174 ﹤0.01% 435
2023
Q4 		$53.5K Sell
11,653
-3,495
-23% -$16.2K ﹤0.01% 412
2023
Q3 		$69.4K Hold
15,148
– – ﹤0.01% 391
2023
Q2 		$70.1K Sell
15,148
-180
-1% -$843 ﹤0.01% 407
2023
Q1 		$71.7K Buy
+15,328
New +$75.2K ﹤0.01% 463

Other funds holding TSI

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Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Avidian Wealth Enterprises's TSI Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of TCW Strategic Income Fund (TSI) in Q4 2025, closing a stake of 10,100 shares — an estimated $49.7K sold.

Avidian Wealth Enterprises first reported a position in TSI in Q1 2023 and held it in 10 quarters. The position peaked at $71.7K in Q1 2023. 65 funds tracked by Wall St. Rank hold TSI as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining TCW Strategic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,100 TCW Strategic Income Fund shares in Q4 2025, an estimated $49.7K.
  • Avidian Wealth Enterprises first reported a position in TCW Strategic Income Fund in Q1 2023 and held it in 10 quarters.
  • Avidian Wealth Enterprises's TCW Strategic Income Fund position peaked at $71.7K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.