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
$840M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.47M
3
+$2.22M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.04M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$1.79M

Top Sells

1
+$3.15M
2
+$1.9M
3
+$1.58M
4
LEG icon
Leggett & Platt
LEG
+$1.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.15M

Sector Composition

1 Technology 14.1%
2 Financials 8.1%
3 Consumer Discretionary 6.68%
4 Healthcare 6.15%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.03%
+4,576
552
$213K 0.03%
4,281
-198
553
$212K 0.03%
+1,439
554
$212K 0.03%
3,948
+243
555
$211K 0.03%
+4,117
556
$211K 0.03%
+1,792
557
$211K 0.03%
+8,442
558
$210K 0.03%
2,763
-121
559
$210K 0.03%
+308
560
$208K 0.02%
2,659
+10
561
$208K 0.02%
2,515
+203
562
$207K 0.02%
+2,210
563
$206K 0.02%
2,131
-285
564
$206K 0.02%
3,844
-70
565
$206K 0.02%
6,592
-190
566
$205K 0.02%
+4,509
567
$203K 0.02%
2,449
-131
568
$203K 0.02%
+1,030
569
$203K 0.02%
3,504
-1,796
570
$201K 0.02%
2,566
-2,533
571
$201K 0.02%
7,904
-1,600
572
$200K 0.02%
889
-66
573
$200K 0.02%
+5,246
574
$185K 0.02%
29,423
+7,795
575
$183K 0.02%
+3,001
21 22
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