We are live on ! Find out more
AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $3.15B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$20M
2
+$16.6M
3
+$13.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M

Top Sells

1
+$21M
2
+$6.65M
3
+$3.82M
4
AAPL icon
Apple
AAPL
+$1.21M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.09M

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
501
– –
-1,348
502
– –
-3,567
503
– –
-4,255
504
– –
-12,526
505
– –
-3,427
506
– –
-379,826
507
– –
-3,175
508
– –
-7,155
509
– –
-636
510
– –
-1,538
511
– –
-2,710
512
– –
-4,705
513
– –
-2,732
514
– –
-5,355
515
– –
-16,034
516
– –
-978
517
– –
0
518
– –
0
519
– –
-1,548
17 18 19 20
21