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
76
$336K 0.11%
3,206
+744
77
$325K 0.1%
13,959
+47
78
$310K 0.1%
32,500
79
$309K 0.1%
6,116
-810
80
$304K 0.1%
6,896
-99
81
$300K 0.09%
1,791
+32
82
$298K 0.09%
4,942
+120
83
$293K 0.09%
16,575
-1,575
84
$292K 0.09%
2,979
-4
85
$284K 0.09%
3,484
-1,446
86
$283K 0.09%
+1,775
87
$279K 0.09%
1,703
+3
88
$271K 0.08%
2,853
-679
89
$262K 0.08%
2,006
-1,994
90
$254K 0.08%
8,793
+961
91
$249K 0.08%
2,508
+217
92
$242K 0.08%
3,302
-2,173
93
$241K 0.08%
825
-152
94
$238K 0.07%
+5,688
95
$234K 0.07%
5,014
+46
96
$230K 0.07%
+487
97
$226K 0.07%
13,187
98
$224K 0.07%
7,794
-300
99
$219K 0.07%
+1,460
100
$200K 0.06%
1,851
1 2 3
4
5