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AWMNY
Arcadia Wealth Management (New York) Portfolio holdings
AUM
$185M
1-Year Est. Return
20.56%
This Fund
S&P 500
1 Year Est. Return
+20.56%
AUM
$185M
AUM Growth
+$10.4M
(+6%)
Holding
62
Top Buys
| 1 | +$2.74M | |
| 2 | +$1.15M | |
| 3 | +$951K | |
| 4 |
Tesla
TSLA
|
+$762K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$737K |
Top Sells
| 1 | +$357K | |
| 2 | +$238K | |
| 3 | +$212K | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$209K |
| 5 |
Joby Aviation
JOBY
|
+$198K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Energy | 0.75% |
| 4 | Consumer Staples | 0.62% |
| 5 | Healthcare | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares ESG Aware MSCI USA ETF
ESGU
$17.4B
| $204K | 0.11% |
1,441
|
|
||
52
Vanguard Short-Term Bond ETF
BSV
$45.2B
| $203K | 0.11% |
2,584
|
|
||
53
1stdibs.com
DIBS
$142M
| $175K | 0.09% |
31,897
|
|
||
54
Iovance Biotherapeutics
IOVA
$1.71B
| $41.1K | 0.02% |
11,700
|
|
||
55
Soluna Holdings
SLNH
$278M
| $17.2K | 0.01% |
24,300
|
|
||
56
CuriosityStream
CURI
$152M
| – | – |
-10,797
|
|
||
|
57
Joby Aviation
JOBY
$9.19B
| – | – |
-15,000
|
|
||
58
Marchex
MCHX
$68.7M
| – | – |
-29,050
|
|
||
59
Visa
V
$634B
| – | – |
-605
|
|
||
60
Vanguard Information Technology ETF
VGT
$143B
| – | – |
-3,792
|
|
||
61
Weave Communications
WEAV
$435M
| – | – |
-13,500
|
|
||
|
NBIS
62
Nebius Group N.V.
NBIS
$67.3B
| – | – |
-2,500
|
|