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
$247M
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$22.3M
3
+$16.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16M
5
BND icon
Vanguard Total Bond Market
BND
+$1.22M

Top Sells

1
+$17.2M
2
+$11.8M
3
+$11.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.1M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.26M

Sector Composition

1 Energy 8.99%
2 Technology 1.26%
3 Consumer Staples 0.86%
4 Healthcare 0.73%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.03%
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