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
576
$15.4K 0.01%
265
+120
577
$15.3K 0.01%
283
-6
578
$15.1K 0.01%
1,442
+380
579
$15K 0.01%
239
-2
580
$15K 0.01%
299
581
$14.9K 0.01%
+1,000
582
$14.9K 0.01%
+54
583
$14.9K 0.01%
125
584
$14.7K 0.01%
202
585
$14.7K 0.01%
93
586
$14.6K 0.01%
409
-205
587
$14.6K 0.01%
+15
588
$14.5K 0.01%
320
-250
589
$14.4K 0.01%
298
590
$13.9K 0.01%
690
591
$13.8K 0.01%
200
592
$13.8K 0.01%
81
593
$13.7K 0.01%
390
594
$13.7K 0.01%
46
595
$13.7K 0.01%
2
596
$13.6K 0.01%
134
597
$13.6K 0.01%
198
598
$13.6K 0.01%
654
+168
599
$13.6K 0.01%
145
+1
600
$13.5K 0.01%
144
22 23
24
25 26