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
$1.83B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.93M
3
+$4.2M
4
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$4.18M
5
BK icon
Bank of New York Mellon
BK
+$3.67M

Top Sells

1
+$13.2M
2
+$6.9M
3
+$5.45M
4
WBS icon
Webster Financial
WBS
+$3.68M
5
LRCX icon
Lam Research
LRCX
+$3.4M

Sector Composition

1 Technology 16.86%
2 Financials 8.26%
3 Consumer Discretionary 6.46%
4 Healthcare 4.57%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.59M 0.09%
36,350
+10,000
227
$1.58M 0.09%
25,874
+2,667
228
$1.58M 0.09%
21,985
+2,666
229
$1.57M 0.09%
8,136
+1,718
230
$1.56M 0.09%
+43,300
231
$1.56M 0.09%
31,535
-8,423
232
$1.55M 0.08%
22,111
+2,310
233
$1.55M 0.08%
4,807
-5,759
234
$1.54M 0.08%
4,580
-220
235
$1.54M 0.08%
7,193
+1,332
236
$1.54M 0.08%
17,286
+1,077
237
$1.53M 0.08%
2,464
+143
238
$1.53M 0.08%
4,354
-296
239
$1.53M 0.08%
28,366
-4,744
240
$1.52M 0.08%
+15,260
241
$1.5M 0.08%
3,542
-1,053
242
$1.5M 0.08%
17,404
-1,358
243
$1.48M 0.08%
53,369
+600
244
$1.48M 0.08%
12,034
+270
245
$1.47M 0.08%
13,879
-1,316
246
$1.46M 0.08%
5,003
+270
247
$1.45M 0.08%
8,161
-14
248
$1.44M 0.08%
27,896
+8
249
$1.44M 0.08%
7,120
-722
250
$1.43M 0.08%
13,722
+7,186
8 9
10
11 12