AWMNY
Arcadia Wealth Management (New York) Portfolio holdings
AUM
$147M
1 Year Est. Return
–
AUM
$128M
AUM Growth
+$10.6M
(+9%)
Holding
55
Top Buys
| 1 | +$2.72M | |
| 2 | +$1.93M | |
| 3 | +$1.76M | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.04M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$719K |
Top Sells
| 1 | +$117K | |
| 2 | +$73.4K | |
| 3 | +$25.3K | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$23.5K |
| 5 |
Meta Platforms (Facebook)
META
|
+$17.3K |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Healthcare | 2% |
| 3 | Consumer Discretionary | 0.78% |
| 4 | Consumer Staples | 0.56% |
| 5 | Communication Services | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Iovance Biotherapeutics
IOVA
$713M
| $52.4K | 0.04% |
15,750
|
|
||
52
Marchex
MCHX
$77.3M
| $47.4K | 0.04% |
29,050
|
|
||
53
CuriosityStream
CURI
$251M
| $28.9K | 0.02% |
10,797
|
|
||
|
AMRN
54
Amarin Corp
AMRN
$339M
| $19.2K | 0.02% |
2,142
|
|
||
55
Soluna Holdings
SLNH
$238M
| $12.6K | 0.01% |
19,800
|
|