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
$1.58B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$12.5M
3 +$9.95M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$7.86M
5
MSFT icon
Microsoft
MSFT
+$6.91M

Sector Composition

1 Technology 5.86%
2 Financials 3.46%
3 Healthcare 2.51%
4 Industrials 2.44%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$264K 0.02%
+1,838
427
$264K 0.02%
7,700
428
$262K 0.02%
+3,446
429
$262K 0.02%
5,000
430
$262K 0.02%
3,584
431
$259K 0.02%
+1,155
432
$258K 0.02%
+1,687
433
$257K 0.02%
11,540
+658
434
$256K 0.02%
+10,432
435
$256K 0.02%
10,214
436
$252K 0.02%
+2,716
437
$249K 0.02%
+15,550
438
$248K 0.02%
+4,796
439
$247K 0.02%
+7,795
440
$246K 0.02%
+2,704
441
$243K 0.02%
1,504
+199
442
$242K 0.02%
+1,101
443
$240K 0.01%
3,922
-207
444
$235K 0.01%
5,060
-760
445
$234K 0.01%
+6,700
446
$234K 0.01%
+4,605
447
$234K 0.01%
+2,213
448
$233K 0.01%
+2,217
449
$232K 0.01%
2,329
450
$231K 0.01%
+2,506