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
$1.82B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17M
3
+$16.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M
5
VTV icon
Vanguard Value ETF
VTV
+$15M

Top Sells

1
+$20.4M
2
+$19.9M
3
+$7.7M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.35M
5
AAPL icon
Apple
AAPL
+$6.63M

Sector Composition

1 Technology 5.23%
2 Energy 3.42%
3 Industrials 3.03%
4 Financials 2.43%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$408K 0.02%
2,131
-349
327
$408K 0.02%
+6,695
328
$408K 0.02%
6,320
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329
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330
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331
$403K 0.02%
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332
$399K 0.02%
13,170
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333
$397K 0.02%
17,544
-12,297
334
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856
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335
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336
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337
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338
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+3,381
339
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14,602
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340
$385K 0.02%
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341
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$373K 0.02%
17,685
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349
$368K 0.02%
5,347
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350
$368K 0.02%
3,457
-4,110
12 13
14
15 16