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AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $3.15B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$22.8M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$18M
5
INVX
Innovex International
INVX
+$11.7M

Top Sells

1
+$31.6M
2
+$28.7M
3
+$25.2M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$21.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.8M

Sector Composition

1 Technology 5.54%
2 Industrials 3.53%
3 Energy 3.32%
4 Healthcare 2.27%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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-3,998
255
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256
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257
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-7,349
258
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260
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261
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262
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-16,418
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