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
$1.58B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$12.5M
3 +$9.95M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$7.86M
5
MSFT icon
Microsoft
MSFT
+$6.91M

Sector Composition

1 Technology 5.86%
2 Financials 3.46%
3 Healthcare 2.51%
4 Industrials 2.44%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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