AWMNH
Arcadia Wealth Management (New Hampshire) Portfolio holdings
AUM
$229M
This Quarter Return
+4.41%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+12%)
Cap. Flow
+$9.42M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
70.28%
Holding
70
New
13
Increased
15
Reduced
21
Closed
17
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$15.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$14.2M |
| 3 |
Vanguard Growth ETF
VUG
|
$12.5M |
| 4 |
Vanguard Value ETF
VTV
|
$11.9M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$7.98M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.8M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$12.7M |
| 3 |
iShares Russell Top 200 Value ETF
IWX
|
$8.82M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.82M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.49M |
Sector Composition
| 1 | Consumer Discretionary | 1.66% |
| 2 | Technology | 0.95% |
| 3 | Financials | 0.75% |
| 4 | Industrials | 0.41% |
| 5 | Healthcare | 0.17% |
