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
$1.3B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.5%
2 Energy 3.06%
3 Financials 2.91%
4 Industrials 2.21%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-3,940
402
-23,000
403
0
404
-88
405
-4,417
406
-13,022
407
-1,600
408
-1,133
409
0
410
-13,000
411
-108,000
412
0
413
-10,794
414
-6,000