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
$1.38B
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$19.6M
3 +$19.1M
4
VTV icon
Vanguard Value ETF
VTV
+$17.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.5M

Sector Composition

1 Technology 5.43%
2 Energy 3.31%
3 Industrials 3.07%
4 Financials 2.9%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-13,470
477
-27,739