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
$1.52B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$15.4M
3
+$8.92M
4
CRM icon
Salesforce
CRM
+$7.86M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.77M

Top Sells

1
+$31.1M
2
+$27.9M
3
+$25.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23.6M
5
AAPL icon
Apple
AAPL
+$15.1M

Sector Composition

1 Technology 5.37%
2 Energy 2.52%
3 Healthcare 1.57%
4 Industrials 1.57%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$272K 0.02%
4,080
-2,595
352
$271K 0.02%
2,689
-8,129
353
$266K 0.02%
5,867
354
$262K 0.02%
1,159
-4,424
355
$260K 0.02%
7,862
-7,123
356
$259K 0.02%
+2,312
357
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2,885
-1,680
358
$258K 0.02%
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-39
359
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360
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-12
361
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1,155
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362
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+9,300
363
$252K 0.02%
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364
$248K 0.02%
4,723
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365
$248K 0.02%
720
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366
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793
367
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368
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369
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370
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4,964
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372
$240K 0.02%
974
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373
$239K 0.02%
+5,193
374
$239K 0.02%
+3,600
375
$238K 0.02%
2,812
-245
13 14
15
16 17