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
126
$1.75M 0.11%
13,069
+2,338
127
$1.74M 0.11%
+33,008
128
$1.68M 0.1%
15,913
+753
129
$1.63M 0.1%
34,020
-1,349
130
$1.61M 0.1%
18,747
+3,425
131
$1.61M 0.1%
+10,272
132
$1.58M 0.1%
31,106
+26,730
133
$1.53M 0.1%
+18,947
134
$1.52M 0.09%
7,295
+615
135
$1.51M 0.09%
6,702
+4,535
136
$1.5M 0.09%
+13,088
137
$1.5M 0.09%
25,320
+4,753
138
$1.49M 0.09%
28,687
-1,161
139
$1.45M 0.09%
4,516
140
$1.45M 0.09%
7,083
+5,046
141
$1.42M 0.09%
2,818
+979
142
$1.41M 0.09%
64,088
+7,603
143
$1.4M 0.09%
5,794
+81
144
$1.4M 0.09%
8,028
-1,494
145
$1.39M 0.09%
3,355
+1,388
146
$1.39M 0.09%
25,837
+4,734
147
$1.39M 0.09%
7,641
+4,724
148
$1.39M 0.09%
2,080
+420
149
$1.37M 0.09%
8,211
+1,457
150
$1.36M 0.08%
28,227
+1,560
4 5
6
7 8