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
276
$1.32M 0.07%
47,064
-264
277
$1.31M 0.07%
9,833
+131
278
$1.29M 0.07%
45,451
+14,464
279
$1.28M 0.07%
4,561
+33
280
$1.27M 0.07%
24,782
+2,446
281
$1.27M 0.07%
15,066
+6,784
282
$1.26M 0.07%
16,008
+348
283
$1.26M 0.07%
5,568
-763
284
$1.26M 0.07%
1,998
+55
285
$1.25M 0.07%
4,933
-19
286
$1.25M 0.07%
2,812
+193
287
$1.25M 0.07%
6,526
+921
288
$1.24M 0.07%
23,143
+2,682
289
$1.23M 0.07%
2,544
-93
290
$1.23M 0.07%
2,566
-30
291
$1.22M 0.07%
21,615
+40
292
$1.21M 0.07%
24,085
-975
293
$1.19M 0.07%
52,399
+42,737
294
$1.19M 0.06%
26,399
+4,936
295
$1.19M 0.06%
25,136
+7,867
296
$1.18M 0.06%
49,274
+4,610
297
$1.18M 0.06%
110,196
-57,905
298
$1.17M 0.06%
29,164
-2,912
299
$1.15M 0.06%
1,127
-321
300
$1.14M 0.06%
23,859
+673
10 11
12
13 14