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
$1.61B
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27M
3
+$18.6M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$9.15M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$7.93M

Top Sells

1
+$9.85M
2
+$8.95M
3
+$7.78M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$7.76M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.5M

Sector Composition

1 Technology 5.56%
2 Financials 3.33%
3 Energy 3.05%
4 Industrials 2.56%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$38K ﹤0.01%
+2,320
477
$29K ﹤0.01%
+11,574
478
$15K ﹤0.01%
12,307
479
$4K ﹤0.01%
217
480
– –
-1,101
481
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-8,316
482
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-12,600
483
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-1,172
484
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-20,425
485
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-1,892
486
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-4,796
487
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0
488
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-719
489
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-11,749
490
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-271
491
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-9,018
492
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-6,053
493
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-1,237
494
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-2,211
495
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0
496
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-6,700
497
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-3,985
498
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-10,109
499
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-3,589
500
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-2,417
18 19
20
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