AWE
Avidian Wealth Enterprises Portfolio holdings
AUM
$2.46B
This Quarter Return
+12.25%
1 Year Return
+11.08%
3 Year Return
+47.9%
5 Year Return
+75.87%
10 Year Return
+153.6%
AUM
$450M
AUM Growth
+$450M
(+57%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
28.91%
Top 10 Holdings %
Top 10 Hldgs %
64.08%
Holding
143
New
51
Increased
43
Reduced
28
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$63.5M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$20.3M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$14.1M |
| 4 |
ERUS
iShares MSCI Russia ETF
ERUS
|
$13.8M |
| 5 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$12.3M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.7% |
| 2 | Energy | 3.76% |
| 3 | Technology | 2.23% |
| 4 | Healthcare | 2% |
| 5 | Industrials | 1.19% |
