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
$1.31B
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$8.62M
3 +$7.25M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.92M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.65M

Sector Composition

1 Technology 6.62%
2 Financials 3.16%
3 Energy 2.72%
4 Industrials 2.48%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-7,400
402
-10,340
403
-6,722
404
-50,975
405
-33,555
406
0
407
-2,740
408
0
409
-56,390
410
-18,000
411
0
412
0
413
-2,342
414
-1,415
415
-39,000
416
-6,800
417
0
418
-9,800
419
-33,948
420
-16,165