We are live on ! Find out more
AWMNY

Arcadia Wealth Management (New York) Portfolio holdings

AUM $185M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$774K
3
+$644K
4
AVSF icon
Avantis Short-Term Fixed Income ETF
AVSF
+$402K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$354K

Top Sells

1
+$770K
2
+$553K
3
+$80.8K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$80.5K
5
IBB icon
iShares Biotechnology ETF
IBB
+$61.4K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.29%
3 Energy 1.03%
4 Consumer Discretionary 0.69%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.12%
2,584
52
$200K 0.12%
+1,097
53
$90.2K 0.05%
13,500
54
$82.6K 0.05%
31,897
55
$81.4K 0.05%
49,635
56
$57.2K 0.03%
10,797
57
$52K 0.03%
29,050
58
$46.5K 0.03%
19,800
59
$34.2K 0.02%
15,750
1 2
3