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
501
$565K 0.03%
3,953
+333
502
$563K 0.03%
5,490
+1,480
503
$562K 0.03%
4,338
-835
504
$559K 0.03%
4,486
+266
505
$558K 0.03%
9,451
+932
506
$553K 0.03%
4,217
+912
507
$551K 0.03%
+16,602
508
$550K 0.03%
11,292
+3,088
509
$548K 0.03%
+4,459
510
$547K 0.03%
4,259
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511
$546K 0.03%
8,452
+242
512
$545K 0.03%
22,291
-284
513
$545K 0.03%
7,422
+433
514
$545K 0.03%
4,981
+15
515
$544K 0.03%
43,779
+1,780
516
$543K 0.03%
4,346
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517
$539K 0.03%
2,729
-52
518
$531K 0.03%
42,623
-2,039
519
$531K 0.03%
11,295
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520
$530K 0.03%
9,363
+1,159
521
$526K 0.03%
18,371
+278
522
$525K 0.03%
21,685
-1,508
523
$525K 0.03%
4,828
+1,005
524
$523K 0.03%
9,095
-2,562
525
$523K 0.03%
+4,671
19 20
21
22 23