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
$1.58B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.5M
3
+$9.95M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$7.86M
5
MSFT icon
Microsoft
MSFT
+$6.91M

Top Sells

1
+$28.3M
2
+$9.18M
3
+$6.93M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.84M
5
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$5.01M

Sector Composition

1 Technology 5.86%
2 Financials 3.46%
3 Healthcare 2.51%
4 Industrials 2.44%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.16%
24,759
+3,075
102
$2.51M 0.16%
48,729
+2,403
103
$2.44M 0.15%
83,010
+42,030
104
$2.44M 0.15%
7,107
+28
105
$2.43M 0.15%
11,231
+4,697
106
$2.4M 0.15%
6,335
+1,343
107
$2.34M 0.15%
+41,947
108
$2.34M 0.15%
39,568
+446
109
$2.25M 0.14%
+45,744
110
$2.06M 0.13%
5,803
+720
111
$2.02M 0.13%
18,871
+7,239
112
$2M 0.12%
15,447
+4,248
113
$1.97M 0.12%
+76,984
114
$1.92M 0.12%
17,553
+9,712
115
$1.89M 0.12%
+4,122
116
$1.88M 0.12%
+14,180
117
$1.87M 0.12%
29,092
+14,529
118
$1.86M 0.12%
15,864
+1,903
119
$1.84M 0.11%
17,580
+13,484
120
$1.82M 0.11%
+21,726
121
$1.79M 0.11%
73,103
+3,201
122
$1.77M 0.11%
12,775
+11,234
123
$1.77M 0.11%
35,834
+30,092
124
$1.76M 0.11%
6,581
+513
125
$1.75M 0.11%
6,344
+2,403
3 4
5
6 7