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
426
$244K 0.01%
+11,532
427
$244K 0.01%
4,510
+480
428
$242K 0.01%
+5,929
429
$240K 0.01%
2,696
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430
$240K 0.01%
1,027
+113
431
$240K 0.01%
+9,612
432
$237K 0.01%
3,234
-749
433
$237K 0.01%
4,290
434
$237K 0.01%
2,960
+268
435
$237K 0.01%
12,337
-13
436
$236K 0.01%
6,398
437
$235K 0.01%
1,967
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438
$234K 0.01%
+2,065
439
$234K 0.01%
1,008
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440
$233K 0.01%
4,100
441
$233K 0.01%
+781
442
$231K 0.01%
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443
$230K 0.01%
6,818
444
$229K 0.01%
3,200
445
$228K 0.01%
+4,559
446
$227K 0.01%
+2,968
447
$226K 0.01%
+12,027
448
$226K 0.01%
+1,757
449
$225K 0.01%
+3,301
450
$224K 0.01%
2,535
-819
16 17
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