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
$2.25B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$26.8M
3
+$20.1M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$17.9M
5
FVAL icon
Fidelity Value Factor ETF
FVAL
+$15.7M

Top Sells

1
+$18.7M
2
+$16.3M
3
+$12.9M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$9.14M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$8.15M

Sector Composition

1 Technology 7.73%
2 Energy 3.94%
3 Financials 1.73%
4 Consumer Discretionary 1.38%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
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