AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.65B
1-Year Est. Return
13.3%
1 Year Est. Return
+13.3%
AUM
$2.65B
AUM Growth
+$195M
(+7.9%)
Holding
603
Top Buys
| 1 | +$37.7M | |
| 2 | +$21.6M | |
| 3 | +$10.3M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.32M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$3.76M |
Top Sells
| 1 | +$37.7M | |
| 2 | +$16.6M | |
| 3 | +$14M | |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$9.69M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$8.65M |
Sector Composition
| 1 | Technology | 8.63% |
| 2 | Energy | 3.69% |
| 3 | Financials | 1.76% |
| 4 | Consumer Discretionary | 1.57% |
| 5 | Communication Services | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares US Medical Devices ETF
IHI
$4.07B
| – | – |
-3,372
|
|
||
602
iShares Dow Jones US ETF
IYY
$2.77B
| – | – |
-1,412
|
|
||
603
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
| – | – |
-3,455
|
|