AWMNH
Arcadia Wealth Management (New Hampshire) Portfolio holdings
AUM
$229M
This Quarter Return
+6.37%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+5.8%)
Cap. Flow
-$441K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
63.94%
Holding
65
New
6
Increased
24
Reduced
23
Closed
8
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.28M |
| 2 |
TJX Companies
TJX
|
$731K |
| 3 |
iShares Russell Top 200 Value ETF
IWX
|
$659K |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
$632K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$469K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.61% |
| 2 | Financials | 0.74% |
| 3 | Technology | 0.73% |
| 4 | Industrials | 0.22% |
| 5 | Healthcare | 0.21% |
