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
$1.29B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$3.71M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.01M
5
VTV icon
Vanguard Value ETF
VTV
+$2.99M

Top Sells

1
+$6.08M
2
+$2.88M
3
+$2.5M
4
HD icon
Home Depot
HD
+$1.99M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.71M

Sector Composition

1 Technology 14.65%
2 Financials 7.61%
3 Consumer Discretionary 5.86%
4 Healthcare 5.52%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$423K 0.03%
2,138
-33
427
$422K 0.03%
+6,134
428
$422K 0.03%
26,816
-1,434
429
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42,303
+21,970
430
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431
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3,242
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432
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26,555
+16
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434
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-37
435
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436
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10,947
-8,804
437
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5,970
-3,193
438
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14,652
-1,194
439
$410K 0.03%
8,494
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440
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441
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7,428
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4,010
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446
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1,227
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447
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1,653
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448
$402K 0.03%
916
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449
$400K 0.03%
4,902
-1
450
$400K 0.03%
3,572
-577
16 17
18
19 20