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
$186M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Sector Composition

1 Energy 5.11%
2 Consumer Staples 1.06%
3 Healthcare 0.96%
4 Technology 0.94%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.11%
+3,292
77
$202K 0.11%
1,805
78
$173K 0.09%
+3,173
79
$120K 0.06%
9,208
80
$64K 0.03%
2,148
81
-2,686
82
-10,690
83
-30,421
84
-9,167
85
-6,408
86
-15,904
87
-6,611
88
-11,327
89
-12,614