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

Top Sells

1
+$28.3M
2
+$9.18M
3
+$6.93M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.84M
5
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$5.01M

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
451
$231K 0.01%
+2,060
452
$230K 0.01%
688
+27
453
$230K 0.01%
+1,989
454
$229K 0.01%
6,139
+652
455
$228K 0.01%
+2,254
456
$228K 0.01%
+1,065
457
$226K 0.01%
+2,165
458
$225K 0.01%
+5,757
459
$224K 0.01%
1,778
+8
460
$223K 0.01%
+7,550
461
$223K 0.01%
4,339
+10
462
$222K 0.01%
+2,551
463
$222K 0.01%
1,716
+2
464
$222K 0.01%
+18,978
465
$221K 0.01%
3,966
+319
466
$221K 0.01%
+2,714
467
$220K 0.01%
+1,892
468
$220K 0.01%
3,084
+24
469
$220K 0.01%
+10,057
470
$218K 0.01%
+3,740
471
$218K 0.01%
+3,549
472
$216K 0.01%
+985
473
$215K 0.01%
+1,115
474
$213K 0.01%
3,589
+1
475
$211K 0.01%
+2,200
17 18
19
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