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
251
$1.36M 0.08%
2,619
+254
252
$1.34M 0.08%
3,882
+2,872
253
$1.34M 0.08%
2,637
+332
254
$1.33M 0.08%
+10,656
255
$1.32M 0.07%
16,354
+2,741
256
$1.32M 0.07%
34,965
-617
257
$1.32M 0.07%
21,575
+210
258
$1.31M 0.07%
28,113
+20,177
259
$1.31M 0.07%
4,733
-34
260
$1.31M 0.07%
6,331
-829
261
$1.3M 0.07%
9,401
+430
262
$1.3M 0.07%
9,584
+61
263
$1.3M 0.07%
20,461
+3,557
264
$1.3M 0.07%
55,630
265
$1.29M 0.07%
26,585
+830
266
$1.29M 0.07%
5,240
+2,667
267
$1.28M 0.07%
11,089
+1,747
268
$1.27M 0.07%
26,350
269
$1.27M 0.07%
3,929
+215
270
$1.27M 0.07%
9,702
+433
271
$1.26M 0.07%
3,802
+2,708
272
$1.26M 0.07%
15,660
+1,326
273
$1.25M 0.07%
5,754
-19,020
274
$1.25M 0.07%
9,237
-566
275
$1.24M 0.07%
4,528
+2,326
9 10
11
12 13