AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
1-Year Return
11.08%
This Quarter Return
+8.03%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$1.53B
AUM Growth
+$150M
(+11%)
Cap. Flow
+$52.7M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
484
New
66
Increased
203
Reduced
143
Closed
39
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$24.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$19.3M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$15.8M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$15.2M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$7.32M |
Top Sells
Sector Composition
| 1 | Technology | 5.36% |
| 2 | Energy | 3.65% |
| 3 | Industrials | 3.58% |
| 4 | Financials | 3.09% |
| 5 | Healthcare | 2.89% |
