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
$2.07B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.3M
3
+$14M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$13.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.6M

Top Sells

1
+$21M
2
+$6.91M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$1.37M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.06M

Sector Composition

1 Technology 9.8%
2 Energy 5.42%
3 Financials 1.44%
4 Healthcare 1.34%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$352K 0.01%
3,284
-1,249
352
$351K 0.01%
21,000
353
$347K 0.01%
+23,010
354
$347K 0.01%
2,181
+189
355
$343K 0.01%
4,199
-361
356
$342K 0.01%
4,444
+855
357
$341K 0.01%
3,488
+942
358
$340K 0.01%
4,847
+342
359
$336K 0.01%
3,561
-213
360
$335K 0.01%
868
+227
361
$334K 0.01%
5,205
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362
$330K 0.01%
+1,888
363
$328K 0.01%
5,988
-11,606
364
$327K 0.01%
7,434
-1,223
365
$327K 0.01%
14,959
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366
$326K 0.01%
1,367
+129
367
$325K 0.01%
6,122
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368
$324K 0.01%
343,118
369
$324K 0.01%
13,214
+119
370
$322K 0.01%
+490
371
$322K 0.01%
13,657
372
$321K 0.01%
5,662
-63
373
$320K 0.01%
7,077
-1,223
374
$317K 0.01%
6,234
+1,904
375
$314K 0.01%
5,729
13 14
15
16 17