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
351
$360K 0.02%
19,117
352
$353K 0.02%
8,032
+119
353
$353K 0.02%
5,316
-100
354
$347K 0.02%
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355
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3,296
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356
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13,000
+3,000
357
$339K 0.02%
827
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358
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453
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359
$335K 0.02%
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360
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13,338
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361
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362
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363
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724
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364
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93,164
+6,000
365
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7,643
-1,268
366
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20,399
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369
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8,006
370
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29,173
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371
$305K 0.02%
34,774
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372
$304K 0.02%
3,652
+560
373
$304K 0.02%
5,851
374
$304K 0.02%
10,946
-642
375
$302K 0.02%
14,430
-141
13 14
15
16 17