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
$1.58B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.5M
3
+$9.95M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$7.86M
5
MSFT icon
Microsoft
MSFT
+$6.91M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$6.93M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.84M
5
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$5.01M

Sector Composition

1 Technology 5.86%
2 Financials 3.46%
3 Healthcare 2.51%
4 Industrials 2.44%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$332K 0.02%
14,652
+88
377
$323K 0.02%
+8,911
378
$321K 0.02%
1,267
+234
379
$320K 0.02%
3,343
+110
380
$319K 0.02%
+14,571
381
$318K 0.02%
+4,795
382
$315K 0.02%
+6,198
383
$313K 0.02%
1,609
-281
384
$311K 0.02%
+11,556
385
$311K 0.02%
4,672
+2,076
386
$310K 0.02%
5,274
-965
387
$306K 0.02%
+6,822
388
$304K 0.02%
3,907
+105
389
$302K 0.02%
2,974
+278
390
$302K 0.02%
840
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391
$302K 0.02%
37,614
-3,000
392
$301K 0.02%
+2,279
393
$299K 0.02%
2,170
394
$298K 0.02%
+794
395
$298K 0.02%
2,702
-228
396
$298K 0.02%
+6,032
397
$298K 0.02%
7,101
+1,973
398
$296K 0.02%
9,251
-1,188
399
$293K 0.02%
+2,878
400
$293K 0.02%
12,634
14 15
16
17 18