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
401
$27.3K 0.02%
+554
402
$27.3K 0.02%
+562
403
$27.3K 0.02%
+260
404
$27K 0.02%
+515
405
$27K 0.02%
+522
406
$26.9K 0.02%
+633
407
$26.9K 0.02%
+611
408
$26.8K 0.02%
+671
409
$26.8K 0.02%
+133
410
$26.7K 0.02%
+400
411
$26.6K 0.02%
+650
412
$26.4K 0.02%
+1,500
413
$26.2K 0.02%
+1,500
414
$26.2K 0.02%
+220
415
$26.1K 0.02%
+159
416
$25.9K 0.02%
+724
417
$25.9K 0.02%
+205
418
$25.9K 0.02%
+1,744
419
$25.9K 0.02%
+980
420
$25.9K 0.02%
+459
421
$25.4K 0.02%
+649
422
$25.3K 0.02%
+331
423
$25.3K 0.02%
+662
424
$25K 0.02%
+370
425
$24.9K 0.01%
+862