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
$1.6B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.23%
2 Energy 2.07%
3 Financials 1.3%
4 Healthcare 1.21%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$201K 0.01%
+5,820
402
$201K 0.01%
+3,716
403
$201K 0.01%
1,968
-563
404
$200K 0.01%
891
-211
405
$196K 0.01%
16,000
406
$105K 0.01%
138,426
+99,626
407
$85.5K 0.01%
15,075
408
$79.8K ﹤0.01%
+41,335
409
$67.1K ﹤0.01%
15,260
+1,260
410
$53.5K ﹤0.01%
11,653
-3,495
411
$46K ﹤0.01%
10,220
412
$34.2K ﹤0.01%
30,800
413
$20.6K ﹤0.01%
11,255
414
$19.1K ﹤0.01%
10,638
415
-1,489
416
0
417
-605
418
-5,716
419
-16,100
420
-9,345
421
-10,100
422
-7,000
423
-58,134
424
-289,645
425
-25,030