AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $2.75B
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Sells

1 +$23.8M
2 +$19.3M
3 +$10.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$9.93M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.54M

Sector Composition

1 Technology 6.6%
2 Financials 3.19%
3 Energy 3.01%
4 Consumer Discretionary 2.4%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
0