AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $2.46B
1-Year Est. Return 11.08%
This Quarter Est. Return
1 Year Est. Return
+11.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27M
3
+$18.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$9.15M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$7.93M

Top Sells

1
+$9.85M
2
+$8.95M
3
+$7.78M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$7.76M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.5M

Sector Composition

1 Technology 5.56%
2 Financials 3.33%
3 Energy 3.05%
4 Industrials 2.56%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$483K 0.03%
10,342
+5,737
302
$482K 0.03%
2,605
+16
303
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20,275
304
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1,568
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306
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9,023
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307
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4,536
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308
$461K 0.03%
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309
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310
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311
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312
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313
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314
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+5,606
315
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319
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321
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3,356
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6,956
324
$422K 0.03%
1,800
+533
325
$418K 0.03%
9,739
+1,700
11 12
13
14 15