AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$3.33B
1-Year Return
21.18%
This Quarter Return
+8.02%
1 Year Return
+21.18%
3 Year Return
+72.28%
5 Year Return
+115.09%
10 Year Return
–
AUM
$754M
AUM Growth
+$96.6M
(+15%)
Cap. Flow
+$55.2M
Cap. Flow
% of AUM
7.32%
Top 10 Holdings %
Top 10 Hldgs %
17.62%
Holding
590
New
68
Increased
284
Reduced
178
Closed
31
Top Buys
Top Sells
| 1 |
John Hancock Multifactor Large Cap ETF
JHML
|
$7.08M |
| 2 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$2.77M |
| 3 |
UnitedHealth
UNH
|
$2.46M |
| 4 |
iShares MSCI World ETF
URTH
|
$2.42M |
| 5 |
iShares Gold Trust
IAU
|
$2.24M |
Sector Composition
| 1 | Technology | 11.74% |
| 2 | Financials | 9.1% |
| 3 | Healthcare | 6.64% |
| 4 | Consumer Discretionary | 6.24% |
| 5 | Industrials | 5.21% |
