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
$2.07B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.3M
3
+$14M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$13.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.6M

Top Sells

1
+$21M
2
+$6.91M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$1.37M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.06M

Sector Composition

1 Technology 9.8%
2 Energy 5.42%
3 Financials 1.44%
4 Healthcare 1.34%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$274K 0.01%
2,569
-831
402
$273K 0.01%
+613
403
$272K 0.01%
+11,724
404
$271K 0.01%
14,880
+4,599
405
$269K 0.01%
+5,679
406
$268K 0.01%
3,810
+975
407
$267K 0.01%
+1,672
408
$265K 0.01%
2,612
+358
409
$265K 0.01%
4,115
+35
410
$265K 0.01%
2,291
+7
411
$260K 0.01%
+7,418
412
$259K 0.01%
5,327
+790
413
$258K 0.01%
+482
414
$257K 0.01%
+4,256
415
$255K 0.01%
3,856
+321
416
$254K 0.01%
+2,380
417
$252K 0.01%
5,172
-495
418
$251K 0.01%
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419
$250K 0.01%
+63
420
$250K 0.01%
+1,827
421
$249K 0.01%
+2,732
422
$248K 0.01%
+1,085
423
$246K 0.01%
+9,281
424
$246K 0.01%
241
+34
425
$245K 0.01%
1,209
-85
15 16
17
18 19