AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $2.75B
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.6M
3
+$8.89M
4
CRM icon
Salesforce
CRM
+$7.59M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.47M

Top Sells

1
+$30.4M
2
+$26.3M
3
+$25.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$23.3M
5
TH icon
Target Hospitality
TH
+$13.5M

Sector Composition

1 Technology 5.37%
2 Energy 2.52%
3 Industrials 1.58%
4 Healthcare 1.57%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
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