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
276
$1.24M 0.07%
5,623
+666
277
$1.24M 0.07%
41,841
+547
278
$1.22M 0.07%
23,186
+541
279
$1.22M 0.07%
25,060
+10,121
280
$1.22M 0.07%
2,087
+671
281
$1.21M 0.07%
1,943
+486
282
$1.21M 0.07%
4,952
+47
283
$1.19M 0.07%
2,596
+423
284
$1.19M 0.07%
6,418
+4,242
285
$1.18M 0.07%
85,935
+18,210
286
$1.18M 0.07%
18,913
+3,430
287
$1.16M 0.07%
110,245
-47,004
288
$1.14M 0.06%
6,023
+140
289
$1.12M 0.06%
14,178
+641
290
$1.12M 0.06%
11,049
+1,429
291
$1.12M 0.06%
19,801
+3,228
292
$1.12M 0.06%
26,339
+3,013
293
$1.11M 0.06%
32,722
-1,738
294
$1.11M 0.06%
+21,463
295
$1.11M 0.06%
5,605
+437
296
$1.1M 0.06%
22,336
-412
297
$1.1M 0.06%
4,791
+2,920
298
$1.1M 0.06%
47,895
+20,027
299
$1.1M 0.06%
43,792
-7,242
300
$1.1M 0.06%
55,802
+900
10 11
12
13 14