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
$320M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.4M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.22M
5
MKSI icon
MKS Inc
MKSI
+$2.2M

Top Sells

1
+$16.6M
2
+$15.2M
3
+$10.5M
4
ANET icon
Arista Networks
ANET
+$1.88M
5
MU icon
Micron Technology
MU
+$1.8M

Sector Composition

1 Energy 4.65%
2 Industrials 2.6%
3 Technology 2.24%
4 Consumer Discretionary 1.91%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.18%
+7,932
52
$566K 0.18%
9,645
+1,309
53
$553K 0.17%
4,910
+34
54
$546K 0.17%
8,325
+2,223
55
$545K 0.17%
106,671
+16,439
56
$512K 0.16%
+9,487
57
$500K 0.16%
2,337
-415
58
$474K 0.15%
7,794
-640
59
$455K 0.14%
5,227
60
$446K 0.14%
2,972
-11,150
61
$441K 0.14%
3,912
-1,762
62
$440K 0.14%
5,804
-200,459
63
$436K 0.14%
3,413
+776
64
$434K 0.14%
+15,740
65
$412K 0.13%
1,753
+449
66
$407K 0.13%
3,638
+57
67
$406K 0.13%
1,663
+14
68
$387K 0.12%
4,836
+14
69
$385K 0.12%
37,592
70
$384K 0.12%
2,783
+318
71
$364K 0.11%
3,298
+918
72
$352K 0.11%
3,002
-2,271
73
$346K 0.11%
3,657
-1,763
74
$346K 0.11%
3,519
-15,447
75
$344K 0.11%
925
-3
1 2
3
4 5