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
$230M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14.6M
3 +$8.16M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.81M
5
BFH icon
Bread Financial
BFH
+$565K

Top Sells

1 +$25.4M
2 +$16.4M
3 +$1.14M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$974K
5
DDD icon
3D Systems Corp
DDD
+$898K

Sector Composition

1 Energy 4.73%
2 Technology 0.97%
3 Consumer Staples 0.84%
4 Consumer Discretionary 0.76%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,484
102
-7,112
103
-13,774
104
-2,809