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
476
$18.2K 0.01%
+58
477
$18.1K 0.01%
+699
478
$18.1K 0.01%
+113
479
$18K 0.01%
+150
480
$17.9K 0.01%
+76
481
$17.7K 0.01%
+114
482
$17.5K 0.01%
+308
483
$17.5K 0.01%
+386
484
$17.4K 0.01%
+5,770
485
$17.4K 0.01%
+228
486
$17.4K 0.01%
+416
487
$17.3K 0.01%
+384
488
$17K 0.01%
+611
489
$17K 0.01%
+101
490
$16.8K 0.01%
+140
491
$16.8K 0.01%
+173
492
$16.7K 0.01%
+177
493
$16.7K 0.01%
+367
494
$16.7K 0.01%
+790
495
$16.6K 0.01%
+281
496
$16.5K 0.01%
+298
497
$16.3K 0.01%
+390
498
$16.2K 0.01%
+284
499
$16.1K 0.01%
+231
500
$16K 0.01%
+95