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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.41%
2 Technology 10.1%
3 Communication Services 6.69%
4 Real Estate 5.52%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$31.9K 0.02%
+85
377
$31.8K 0.02%
+2,739
378
$31.6K 0.02%
+260
379
$31.6K 0.02%
+147
380
$31.4K 0.02%
+430
381
$31.3K 0.02%
+1,129
382
$30.9K 0.02%
+1,027
383
$30.8K 0.02%
+578
384
$30.8K 0.02%
+2,098
385
$30.4K 0.02%
+950
386
$30.1K 0.02%
+400
387
$29.9K 0.02%
+1,650
388
$29.7K 0.02%
+204
389
$29.7K 0.02%
+392
390
$29.5K 0.02%
+1,811
391
$29.4K 0.02%
+177
392
$29.3K 0.02%
+500
393
$29K 0.02%
+1,324
394
$28.6K 0.02%
+219
395
$28.2K 0.02%
+934
396
$28.2K 0.02%
+677
397
$28K 0.02%
+431
398
$27.9K 0.02%
+4,114
399
$27.9K 0.02%
+525
400
$27.6K 0.02%
+650