AWMNH
Arcadia Wealth Management (New Hampshire) Portfolio holdings
AUM
$229M
This Quarter Return
+1.71%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+7.7%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
6.16%
Top 10 Holdings %
Top 10 Hldgs %
66.77%
Holding
65
New
8
Increased
31
Reduced
19
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.32M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.26M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.93M |
| 4 |
Vanguard Value ETF
VTV
|
$1.66M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$1.16M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.28% |
| 2 | Technology | 1.4% |
| 3 | Financials | 0.81% |
| 4 | Industrials | 0.36% |
| 5 | Communication Services | 0.34% |
