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
$1.82B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17M
3
+$16.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M
5
VTV icon
Vanguard Value ETF
VTV
+$15M

Top Sells

1
+$20.4M
2
+$19.9M
3
+$7.7M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.35M
5
AAPL icon
Apple
AAPL
+$6.63M

Sector Composition

1 Technology 5.23%
2 Energy 3.42%
3 Industrials 3.03%
4 Financials 2.43%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$237K 0.01%
1,425
-49
427
$235K 0.01%
1,881
+12
428
$234K 0.01%
7,664
429
$229K 0.01%
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-5,000
430
$229K 0.01%
2,355
431
$224K 0.01%
+2,935
432
$222K 0.01%
4,060
-11,894
433
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1,062
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+7,444
435
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+3,946
436
$217K 0.01%
7,000
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437
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439
$215K 0.01%
+1,363
440
$214K 0.01%
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-57
441
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+2,789
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-1,100
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444
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10,000
445
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446
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447
$206K 0.01%
6,200
-1,100
448
$206K 0.01%
+1,567
449
$205K 0.01%
446
+2
450
$205K 0.01%
793
16 17
18
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