AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
This Quarter Return
-1.13%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$1.31B
AUM Growth
+$1.31B
(+0.8%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
44.77%
Holding
420
New
37
Increased
219
Reduced
85
Closed
31
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$28.6M |
| 2 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$8.62M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.25M |
| 4 |
Vanguard Energy ETF
VDE
|
$4.92M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$4.65M |
Top Sells
Sector Composition
| 1 | Technology | 6.62% |
| 2 | Financials | 3.16% |
| 3 | Energy | 2.72% |
| 4 | Industrials | 2.48% |
| 5 | Healthcare | 2.37% |
