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
551
$17.4K 0.01%
+84
552
$17.2K 0.01%
300
553
$17K 0.01%
555
+5
554
$17K 0.01%
165
555
$16.9K 0.01%
182
-1
556
$16.8K 0.01%
32
-3
557
$16.8K 0.01%
90
558
$16.7K 0.01%
132
+18
559
$16.7K 0.01%
144
+38
560
$16.6K 0.01%
390
-1,152
561
$16.6K 0.01%
200
562
$16.5K 0.01%
624
563
$16.4K 0.01%
1,851
564
$16.4K 0.01%
147
565
$16.4K 0.01%
262
+25
566
$16.3K 0.01%
4,000
567
$16.2K 0.01%
141
568
$16.1K 0.01%
+11
569
$16K 0.01%
+339
570
$15.9K 0.01%
107
+2
571
$15.9K 0.01%
272
-7
572
$15.8K 0.01%
215
-13
573
$15.7K 0.01%
670
574
$15.7K 0.01%
88
575
$15.6K 0.01%
895
+292
21 22
23
24 25