AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
This Quarter Return
+4.3%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$262M
AUM Growth
+$262M
(+9.1%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
76.18%
Holding
114
New
26
Increased
28
Reduced
27
Closed
22
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$25.4M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$16M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$10.1M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$9.76M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.16M |
Sector Composition
| 1 | Energy | 4.19% |
| 2 | Technology | 1.85% |
| 3 | Healthcare | 1.82% |
| 4 | Consumer Staples | 0.92% |
| 5 | Industrials | 0.88% |
