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
101
$184K 0.06%
13,190
102
$91K 0.03%
277
103
$87K 0.03%
+1,497
104
$63K 0.02%
39,500
105
$53K 0.02%
2,148
106
-117,008
107
-6,348
108
-112,800
109
-9,877
110
-20,000
111
-2,000
112
-138
113
-30,552
114
-35,947
115
-2,400
116
-11,295
117
-34,263
118
-2,562
119
-77,854
120
-8,922
121
-3,510
122
-3,555
123
-5,855
124
-11,177