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AWE

Avidian Wealth Enterprises Portfolio holdings

AUM $3.15B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$1.91M
3
+$1.88M
4
FCFS icon
FirstCash
FCFS
+$948K
5
MSCI icon
MSCI
MSCI
+$947K

Top Sells

1
+$23.3M
2
+$1.75M
3
+$1.64M
4
MKSI icon
MKS Inc
MKSI
+$1.32M
5
AMAT icon
Applied Materials
AMAT
+$1.3M

Sector Composition

1 Energy 3.84%
2 Technology 2.47%
3 Consumer Discretionary 2.1%
4 Financials 2%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.02%
2,148
102
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-12,653
103
– –
-11,184
104
– –
-5,653
105
– –
-2,118
106
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-22,177
107
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-41,604
108
– –
-34,320
109
– –
-11,405
110
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-43,358
111
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-4,467
112
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-10,409
113
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-91,098
114
– –
-27,007
115
– –
-6,659
116
– –
-4,813
117
– –
-16,180
118
– –
-7,948
119
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-23,372
120
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-10,788
121
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-16,720
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5