AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
1-Year Return
11.08%
This Quarter Return
+11.38%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$1.05B
AUM Growth
+$170M
(+19%)
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
44.22%
Holding
341
New
60
Increased
166
Reduced
71
Closed
20
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$20.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$17.6M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$10M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$9.77M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$8.27M |
Top Sells
Sector Composition
| 1 | Technology | 6.72% |
| 2 | Financials | 2.8% |
| 3 | Healthcare | 2.61% |
| 4 | Energy | 2.58% |
| 5 | Consumer Discretionary | 2.51% |
