AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
This Quarter Return
-3.82%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$1.42B
AUM Growth
+$1.42B
(-6.8%)
Cap. Flow
-$43.8M
Cap. Flow
% of AUM
-3.08%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
432
New
22
Increased
138
Reduced
200
Closed
35
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$5.54M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$4.68M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.96M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.44M |
| 5 |
NVIDIA
NVDA
|
$2.91M |
Top Sells
| 1 |
Salesforce
CRM
|
$7.91M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$5.38M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$5.01M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$4.34M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$3.02M |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Energy | 2.62% |
| 3 | Financials | 1.35% |
| 4 | Healthcare | 1.33% |
| 5 | Industrials | 1.32% |
