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
$1.76B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.6M
3
+$8.91M
4
AMZN icon
Amazon
AMZN
+$6.18M
5
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$5.99M

Top Sells

1
+$18.9M
2
+$14.1M
3
+$4.86M
4
RGA icon
Reinsurance Group of America
RGA
+$4.14M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$3.85M

Sector Composition

1 Technology 15.78%
2 Financials 8%
3 Consumer Discretionary 6.04%
4 Healthcare 5.25%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$696K 0.04%
20,720
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427
$693K 0.04%
81,961
+5,575
428
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6,681
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431
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6,170
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432
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435
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436
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437
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439
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440
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445
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446
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448
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18,635
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449
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15,676
+289
450
$657K 0.04%
5,423
+400
16 17
18
19 20