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
$1.6B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.23%
2 Energy 2.07%
3 Financials 1.3%
4 Healthcare 1.21%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$283K 0.02%
793
352
$279K 0.02%
1,308
-17
353
$279K 0.02%
14,459
-608
354
$275K 0.02%
1,127
-7
355
$272K 0.02%
2,697
-123
356
$271K 0.02%
+3,042
357
$269K 0.02%
3,476
-2,200
358
$269K 0.02%
+3,310
359
$267K 0.02%
7,072
+19
360
$266K 0.02%
5,607
-2,578
361
$265K 0.02%
4,836
-10
362
$262K 0.02%
5,867
363
$261K 0.02%
7,254
-1,481
364
$260K 0.02%
+3,590
365
$259K 0.02%
549
+19
366
$258K 0.02%
1,107
+183
367
$257K 0.02%
+6,598
368
$256K 0.02%
+5,670
369
$256K 0.02%
2,729
+2
370
$256K 0.02%
4,976
-261
371
$252K 0.02%
3,625
+12
372
$250K 0.02%
626
373
$249K 0.02%
2,316
+2
374
$248K 0.02%
+96
375
$247K 0.02%
+1,294