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
351
$52.5K 0.03%
+1,000
352
$52K 0.03%
339
+35
353
$51.9K 0.03%
3,700
-100
354
$51.7K 0.03%
2,640
+2,193
355
$51K 0.03%
237
+34
356
$50.9K 0.03%
1,543
+21
357
$50.8K 0.03%
210
-53
358
$50.5K 0.03%
1,267
-179
359
$50.3K 0.03%
634
+326
360
$50K 0.03%
1,287
+332
361
$49.9K 0.03%
+450
362
$49.8K 0.03%
347
-3
363
$49.6K 0.02%
2,020
364
$49.3K 0.02%
470
-31
365
$49K 0.02%
1,754
+426
366
$48.7K 0.02%
1,854
+1,154
367
$48.6K 0.02%
1,750
368
$48.4K 0.02%
525
+126
369
$48K 0.02%
1,420
+51
370
$47.6K 0.02%
591
-252
371
$47.5K 0.02%
1,461
-566
372
$47.3K 0.02%
741
+227
373
$46.7K 0.02%
3,326
-100
374
$46.4K 0.02%
127
+5
375
$46.4K 0.02%
201
-75
13 14
15
16 17