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
$199M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$880K
3
+$692K
4
PLNT icon
Planet Fitness
PLNT
+$497K
5
NTNX icon
Nutanix
NTNX
+$495K

Top Sells

1
+$2.44M
2
+$1.8M
3
+$1.71M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$921K
5
AAPL icon
Apple
AAPL
+$462K

Sector Composition

1 Technology 11.39%
2 Communication Services 6.97%
3 Financials 6.39%
4 Consumer Discretionary 6.33%
5 Real Estate 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19.7K 0.01%
+730
527
$19.7K 0.01%
382
+1
528
$19.6K 0.01%
300
529
$19.5K 0.01%
752
+184
530
$19.5K 0.01%
202
+4
531
$19.4K 0.01%
+2,000
532
$19.4K 0.01%
1,342
-558
533
$19.4K 0.01%
196
-199
534
$19.4K 0.01%
171
535
$19.2K 0.01%
600
536
$19.2K 0.01%
501
+1
537
$18.9K 0.01%
675
-300
538
$18.9K 0.01%
+1,000
539
$18.9K 0.01%
308
-5
540
$18.9K 0.01%
310
-149
541
$18.8K 0.01%
+461
542
$18.7K 0.01%
712
+6
543
$18.6K 0.01%
59
544
$18.4K 0.01%
470
-504
545
$18.3K 0.01%
315
+65
546
$18K 0.01%
200
-200
547
$17.9K 0.01%
69
-16
548
$17.9K 0.01%
175
549
$17.8K 0.01%
17
550
$17.6K 0.01%
578
-122
20 21
22
23 24