AWMNY
Arcadia Wealth Management (New York) Portfolio holdings
AUM
$147M
This Quarter Return
-0.87%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.05%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Consumer Discretionary | 1.13% |
| 3 | Healthcare | 0.75% |
| 4 | Consumer Staples | 0.61% |
| 5 | Communication Services | 0.57% |
