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
$1.82B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17M
3
+$16.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M
5
VTV icon
Vanguard Value ETF
VTV
+$15M

Top Sells

1
+$20.4M
2
+$19.9M
3
+$7.7M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.35M
5
AAPL icon
Apple
AAPL
+$6.63M

Sector Composition

1 Technology 5.23%
2 Energy 3.42%
3 Industrials 3.03%
4 Financials 2.43%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$304K 0.02%
5,553
+1,726
377
$304K 0.02%
7,156
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+11
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381
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-9,792
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391
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395
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398
$277K 0.02%
2,515
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$275K 0.02%
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$274K 0.02%
5,227
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16
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