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
$199M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$880K
3
+$692K
4
PLNT icon
Planet Fitness
PLNT
+$497K
5
NTNX icon
Nutanix
NTNX
+$495K

Top Sells

1
+$2.44M
2
+$1.8M
3
+$1.71M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$921K
5
AAPL icon
Apple
AAPL
+$462K

Sector Composition

1 Technology 11.39%
2 Communication Services 6.97%
3 Financials 6.39%
4 Consumer Discretionary 6.33%
5 Real Estate 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91.2K 0.05%
396
-175
277
$91.1K 0.05%
307
-3
278
$89.8K 0.05%
1,372
+40
279
$88.5K 0.04%
1,950
+1,254
280
$87.6K 0.04%
1,636
281
$87.6K 0.04%
5,900
+1,475
282
$85.9K 0.04%
183
-11
283
$85.5K 0.04%
170
+34
284
$85.3K 0.04%
2,153
+88
285
$83.6K 0.04%
353
-40
286
$83.2K 0.04%
2,464
-28
287
$83K 0.04%
1,047
-274
288
$82.2K 0.04%
918
-310
289
$81.5K 0.04%
533
-21
290
$81.2K 0.04%
1,301
+7
291
$80.3K 0.04%
1,927
+17
292
$79.7K 0.04%
610
-372
293
$79.4K 0.04%
1,404
+3
294
$79.4K 0.04%
755
-125
295
$77.9K 0.04%
2,118
+457
296
$77.3K 0.04%
1,711
297
$77.2K 0.04%
476
+92
298
$76.8K 0.04%
1,879
+84
299
$75.7K 0.04%
1,885
-56
300
$75.4K 0.04%
639
+1
10 11
12
13 14