AWMNH
Arcadia Wealth Management (New Hampshire) Portfolio holdings
AUM
$229M
This Quarter Return
+7.2%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.62%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.2M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$10.6M |
| 3 |
iShares Russell Top 200 Value ETF
IWX
|
$9.11M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.07M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0.85% |
| 2 | Technology | 0.67% |
| 3 | Industrials | 0.21% |
| 4 | Healthcare | 0.2% |
| 5 | Consumer Staples | 0.03% |
