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
$1.83B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.93M
3
+$4.2M
4
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$4.18M
5
BK icon
Bank of New York Mellon
BK
+$3.67M

Top Sells

1
+$13.2M
2
+$6.9M
3
+$5.45M
4
WBS icon
Webster Financial
WBS
+$3.68M
5
LRCX icon
Lam Research
LRCX
+$3.4M

Sector Composition

1 Technology 16.86%
2 Financials 8.26%
3 Consumer Discretionary 6.46%
4 Healthcare 4.57%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$564K 0.03%
2,042
-616
502
$561K 0.03%
4,580
-1,480
503
$559K 0.03%
2,530
+167
504
$559K 0.03%
15,486
+4,066
505
$556K 0.03%
2,316
-338
506
$555K 0.03%
148,083
+11,963
507
$554K 0.03%
4,185
-153
508
$553K 0.03%
43,301
+678
509
$552K 0.03%
3,935
-324
510
$551K 0.03%
10,590
+2,769
511
$550K 0.03%
8,101
+679
512
$547K 0.03%
8,103
-1,398
513
$546K 0.03%
+13,000
514
$544K 0.03%
1,299
+1
515
$541K 0.03%
4,911
+83
516
$541K 0.03%
4,092
-64
517
$541K 0.03%
5,120
-335
518
$540K 0.03%
7,195
-904
519
$538K 0.03%
29,400
-6,669
520
$538K 0.03%
6,105
-787
521
$537K 0.03%
17,778
-6,932
522
$537K 0.03%
2,056
+770
523
$536K 0.03%
9,828
+1,376
524
$533K 0.03%
2,372
+151
525
$532K 0.03%
8,138
-2,212
19 20
21
22 23