AWA

Arkadios Wealth Advisors Portfolio holdings

AUM $4.08B
1-Year Est. Return 23.22%
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.6M
3
+$8.91M
4
AMZN icon
Amazon
AMZN
+$6.18M
5
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$5.99M

Top Sells

1
+$18.9M
2
+$14.1M
3
+$4.86M
4
RGA icon
Reinsurance Group of America
RGA
+$4.14M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$3.85M

Sector Composition

1 Technology 15.78%
2 Financials 8%
3 Consumer Discretionary 6.04%
4 Healthcare 5.25%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.57M 0.09%
71,192
+1,294
227
$1.56M 0.09%
13,121
+10,784
228
$1.55M 0.09%
50,436
+13,681
229
$1.55M 0.09%
14,766
+725
230
$1.55M 0.09%
31,215
+2,962
231
$1.55M 0.09%
12,378
+8,486
232
$1.55M 0.09%
115,871
+12,509
233
$1.53M 0.09%
4,800
+1,122
234
$1.53M 0.09%
29,663
-9,767
235
$1.52M 0.09%
7,371
+3,587
236
$1.52M 0.09%
30,216
-5,008
237
$1.48M 0.08%
34,050
-480
238
$1.47M 0.08%
27,888
+917
239
$1.47M 0.08%
8,175
-72
240
$1.45M 0.08%
19,319
+2,140
241
$1.45M 0.08%
11,764
+1,902
242
$1.44M 0.08%
12,108
-498
243
$1.43M 0.08%
45,616
-5,897
244
$1.42M 0.08%
5,885
+246
245
$1.38M 0.08%
1,448
+625
246
$1.38M 0.08%
23,207
-2,070
247
$1.37M 0.08%
12,587
-422
248
$1.36M 0.08%
2,321
+88
249
$1.36M 0.08%
6,770
+179
250
$1.36M 0.08%
46,591
+20
8 9
10
11 12