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
$1.29B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$3.71M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.01M
5
VTV icon
Vanguard Value ETF
VTV
+$2.99M

Top Sells

1
+$6.08M
2
+$2.88M
3
+$2.5M
4
HD icon
Home Depot
HD
+$1.99M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.71M

Sector Composition

1 Technology 14.65%
2 Financials 7.61%
3 Consumer Discretionary 5.86%
4 Healthcare 5.52%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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14,728
-483
252
$939K 0.07%
53,344
+2,672
253
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7,702
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254
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256
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$822K 0.06%
13,532
+1,067
9 10
11
12 13