AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $2.65B
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275K
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$73.7K
2
+$29.3K
3
+$12.2K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.77K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.05K

Top Sells

1
+$7.88M
2
+$940K
3
+$743K
4
OEF icon
iShares S&P 100 ETF
OEF
+$383K
5
LQ
La Quinta Holdings Inc.
LQ
+$379K

Sector Composition

1 Technology 27.95%
2 Energy 3.52%
3 Healthcare 1.41%
4 Financials 0.71%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
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