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
426
$24.9K 0.01%
+337
427
$24.9K 0.01%
+301
428
$24.7K 0.01%
+154
429
$24.6K 0.01%
+551
430
$24.4K 0.01%
+810
431
$24.4K 0.01%
+2,197
432
$24.2K 0.01%
+177
433
$24K 0.01%
+544
434
$22.9K 0.01%
+418
435
$22.8K 0.01%
+124
436
$22.8K 0.01%
+1,608
437
$22.7K 0.01%
+905
438
$22.4K 0.01%
+203
439
$22.1K 0.01%
+506
440
$22K 0.01%
+172
441
$21.9K 0.01%
+640
442
$21.5K 0.01%
+339
443
$21.3K 0.01%
+570
444
$21.3K 0.01%
+1,000
445
$21.1K 0.01%
+82
446
$21K 0.01%
+185
447
$20.9K 0.01%
+486
448
$20.8K 0.01%
+550
449
$20.7K 0.01%
+500
450
$20.7K 0.01%
+763