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
$286M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$25.8M
2 +$10.4M
3 +$8.96M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.74M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.55M

Sector Composition

1 Consumer Discretionary 8.97%
2 Energy 4.22%
3 Healthcare 1.49%
4 Financials 1.35%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,793
127
-9,711