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
$241M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$898K
3 +$636K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$526K
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$524K

Top Sells

1 +$21.1M
2 +$7.79M
3 +$939K
4
CRUS icon
Cirrus Logic
CRUS
+$910K
5
AKRX
Akorn Inc
AKRX
+$443K

Sector Composition

1 Energy 4.41%
2 Technology 2.05%
3 Healthcare 1.61%
4 Consumer Staples 1.42%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,555
102
-7,884
103
-18,410
104
-2,324