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
$1.42B
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.68M
3
+$3.96M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.44M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$7.91M
2
+$5.38M
3
+$5.01M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.34M
5
GOVT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$251K 0.02%
8,300
-1,821
352
$250K 0.02%
+1,325
353
$250K 0.02%
5,867
354
$247K 0.02%
7,000
355
$246K 0.02%
9,138
-60
356
$245K 0.02%
5,666
+34
357
$243K 0.02%
2,314
+2
358
$242K 0.02%
2,727
-85
359
$239K 0.02%
31,479
360
$235K 0.02%
936
-38
361
$231K 0.02%
+7,053
362
$231K 0.02%
530
+2
363
$231K 0.02%
2,655
-34
364
$229K 0.02%
593
-3
365
$225K 0.02%
3,613
+13
366
$224K 0.02%
7,000
-2,400
367
$223K 0.02%
2,531
-233
368
$223K 0.02%
+2,854
369
$223K 0.02%
626
370
$222K 0.02%
2,066
371
$222K 0.02%
924
-231
372
$220K 0.02%
4,846
+216
373
$217K 0.02%
1,044
-115
374
$215K 0.02%
5,237
+44
375
$214K 0.02%
4,039
+869
13 14
15
16 17