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
$1.52B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$15.4M
3
+$8.92M
4
CRM icon
Salesforce
CRM
+$7.86M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.77M

Top Sells

1
+$31.1M
2
+$27.9M
3
+$25.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23.6M
5
AAPL icon
Apple
AAPL
+$15.1M

Sector Composition

1 Technology 5.37%
2 Energy 2.52%
3 Healthcare 1.57%
4 Industrials 1.57%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$467K 0.03%
4,100
-4,759
277
$467K 0.03%
1,352
-57
278
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+880
279
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280
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281
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282
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6,338
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283
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3,381
284
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285
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286
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287
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288
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289
$424K 0.03%
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290
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291
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292
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293
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295
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296
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297
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13,253
+1,231
298
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3,974
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299
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11,100
300
$409K 0.03%
10,839
-68,943
10 11
12
13 14