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
$840M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.47M
3
+$2.22M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.04M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$1.79M

Top Sells

1
+$3.15M
2
+$1.9M
3
+$1.58M
4
LEG icon
Leggett & Platt
LEG
+$1.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.15M

Sector Composition

1 Technology 14.1%
2 Financials 8.1%
3 Consumer Discretionary 6.68%
4 Healthcare 6.15%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$312K 0.04%
+13,533
427
$309K 0.04%
5,153
+32
428
$308K 0.04%
27,518
-1,043
429
$308K 0.04%
9,430
430
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4,930
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431
$306K 0.04%
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432
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433
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435
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2,618
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437
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438
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5,836
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2,177
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449
$285K 0.03%
12,002
+3
450
$285K 0.03%
2,678
+443
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