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
$1.61B
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27M
3
+$18.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$9.15M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$7.93M

Top Sells

1
+$9.85M
2
+$8.95M
3
+$7.78M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$7.76M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.5M

Sector Composition

1 Technology 5.56%
2 Financials 3.33%
3 Energy 3.05%
4 Industrials 2.56%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$226K 0.01%
3,922
427
$225K 0.01%
+5,947
428
$225K 0.01%
1,658
+154
429
$224K 0.01%
4,378
+39
430
$222K 0.01%
+3,278
431
$221K 0.01%
+7,083
432
$221K 0.01%
3,066
+61
433
$221K 0.01%
1,190
-209
434
$220K 0.01%
+1,606
435
$220K 0.01%
1,687
436
$220K 0.01%
1,718
+2
437
$220K 0.01%
2,751
-1,921
438
$219K 0.01%
5,903
+146
439
$218K 0.01%
2,329
440
$217K 0.01%
+4,731
441
$217K 0.01%
10,309
+252
442
$216K 0.01%
1,864
+73
443
$214K 0.01%
+3,741
444
$213K 0.01%
1,947
+109
445
$213K 0.01%
+6,004
446
$213K 0.01%
706
-134
447
$212K 0.01%
4,061
+95
448
$211K 0.01%
+7,268
449
$210K 0.01%
+3,448
450
$209K 0.01%
+1,580
16 17
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