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AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$3.15B
1-Year Est. Return
20.32%
This Fund
S&P 500
1 Year Est. Return
+20.32%
AUM
$1.05B
AUM Growth
+$170M
(+19%)
Holding
341
Top Buys
| 1 | +$19.1M | |
| 2 | +$16.7M | |
| 3 | +$9.92M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$9.78M |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$8.28M |
Top Sells
| 1 | +$15.6M | |
| 2 | +$15.2M | |
| 3 | +$11.1M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$6.89M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$5.34M |
Sector Composition
| 1 | Technology | 6.72% |
| 2 | Financials | 2.8% |
| 3 | Healthcare | 2.61% |
| 4 | Energy | 2.58% |
| 5 | Consumer Discretionary | 2.51% |