AWMNY
Arcadia Wealth Management (New York) Portfolio holdings
AUM
$165M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$147M
AUM Growth
+$18.5M
(+14%)
Holding
55
Top Buys
| 1 | +$2.96M | |
| 2 | +$1.03M | |
| 3 | +$704K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$698K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$552K |
Top Sells
| 1 | +$78.3K | |
| 2 | +$39.9K | |
| 3 | +$37.3K | |
| 4 |
Automatic Data Processing
ADP
|
+$30.8K |
| 5 |
Universal Technical Institute
UTI
|
+$27.1K |
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Healthcare | 1.32% |
| 3 | Materials | 0.81% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Consumer Staples | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CuriosityStream
CURI
$227M
| $60.8K | 0.04% |
10,797
|
|
||
52
Iovance Biotherapeutics
IOVA
$913M
| $27.1K | 0.02% |
15,750
|
|
||
53
Soluna Holdings
SLNH
$178M
| $11.4K | 0.01% |
19,800
|
|
||
54
Joby Aviation
JOBY
$13.6B
| – | – |
-13,000
|
|
||
|
AMRN
55
Amarin Corp
AMRN
$327M
| – | – |
-2,142
|
|