AWMNY
Arcadia Wealth Management (New York) Portfolio holdings
AUM
$165M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$165M
AUM Growth
+$17.8M
(+12%)
Holding
59
Top Buys
| 1 | +$2.3M | |
| 2 | +$795K | |
| 3 | +$645K | |
| 4 |
Avantis Short-Term Fixed Income ETF
AVSF
|
+$404K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$368K |
Top Sells
| 1 | +$868K | |
| 2 | +$775K | |
| 3 | +$89.6K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$86K |
| 5 |
iShares Biotechnology ETF
IBB
|
+$65K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Healthcare | 1.29% |
| 3 | Energy | 1.03% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Consumer Staples | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$41.5B
| $204K | 0.12% |
2,584
|
|
||
52
Palantir
PLTR
$447B
| $200K | 0.12% |
+1,097
|
|
||
53
Weave Communications
WEAV
$545M
| $90.2K | 0.05% |
13,500
|
|
||
54
1stdibs.com
DIBS
$217M
| $82.6K | 0.05% |
31,897
|
|
||
55
Good Times Restaurants
GTIM
$13.5M
| $81.4K | 0.05% |
49,635
|
|
||
56
CuriosityStream
CURI
$240M
| $57.2K | 0.03% |
10,797
|
|
||
57
Marchex
MCHX
$72M
| $52K | 0.03% |
29,050
|
|
||
58
Soluna Holdings
SLNH
$141M
| $46.5K | 0.03% |
19,800
|
|
||
59
Iovance Biotherapeutics
IOVA
$893M
| $34.2K | 0.02% |
15,750
|
|