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
$177M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$12.4M
3 +$11.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.7M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$7.8M

Top Sells

1 +$9.4M
2 +$3.07M
3 +$2.32M
4
SLB icon
SLB Limited
SLB
+$622K
5
PXD
Pioneer Natural Resource Co.
PXD
+$586K

Sector Composition

1 Communication Services 0%
2 Energy 0%
3 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-25,860
27
-2,863
28
-4,209
29
-20,844
30
-7,731
31
-100,000