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
501
$15.9K 0.01%
+326
502
$15.9K 0.01%
+186
503
$15.7K 0.01%
+56
504
$15.7K 0.01%
+200
505
$15.7K 0.01%
+313
506
$15.6K 0.01%
+101
507
$15.5K 0.01%
+175
508
$15.5K 0.01%
+100
509
$15.4K 0.01%
+130
510
$15.4K 0.01%
+412
511
$15.3K 0.01%
+293
512
$15.2K 0.01%
+171
513
$15.1K 0.01%
+133
514
$15.1K 0.01%
+68
515
$15.1K 0.01%
+395
516
$15K 0.01%
+330
517
$15K 0.01%
+84
518
$14.9K 0.01%
+251
519
$14.9K 0.01%
+110
520
$14.8K 0.01%
+263
521
$14.8K 0.01%
+96
522
$14.6K 0.01%
+259
523
$14.6K 0.01%
+189
524
$14.6K 0.01%
+299
525
$14.4K 0.01%
+132