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
451
$223K 0.01%
5,185
+19
452
$223K 0.01%
+7,794
453
$221K 0.01%
14,000
454
$219K 0.01%
+16,895
455
$219K 0.01%
+1,340
456
$218K 0.01%
+3,273
457
$217K 0.01%
+820
458
$216K 0.01%
+263
459
$214K 0.01%
+5,384
460
$211K 0.01%
+2,404
461
$209K 0.01%
+7,835
462
$208K 0.01%
+11,840
463
$207K 0.01%
3,168
-1,668
464
$205K 0.01%
1,963
-1,400
465
$205K 0.01%
+1,920
466
$204K 0.01%
+1,973
467
$204K 0.01%
7,120
+49
468
$203K 0.01%
+7,024
469
$203K 0.01%
+10,145
470
$200K 0.01%
16,000
471
$200K 0.01%
8,113
472
$194K 0.01%
45,395
473
$189K 0.01%
+10,100
474
$187K 0.01%
+12,181
475
$165K 0.01%
+12,390
17 18
19
20 21