AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $2.65B
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17M
3
+$16.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M
5
VTV icon
Vanguard Value ETF
VTV
+$15M

Top Sells

1
+$20.4M
2
+$19.9M
3
+$7.7M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.35M
5
AAPL icon
Apple
AAPL
+$6.63M

Sector Composition

1 Technology 5.23%
2 Energy 3.42%
3 Industrials 3.03%
4 Financials 2.43%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$825K 0.05%
+51,717
227
$821K 0.05%
9,353
-407
228
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9,888
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232
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235
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23,226
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20,479
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250
$661K 0.04%
22,084
-1,060
8 9
10
11 12