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
576
$460K 0.03%
13,162
+2,961
577
$459K 0.03%
5,814
578
$456K 0.02%
4,753
-185
579
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$452K 0.02%
4,532
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581
$450K 0.02%
7,254
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582
$450K 0.02%
9,568
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583
$449K 0.02%
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+42
584
$448K 0.02%
9,628
+2,785
585
$448K 0.02%
22,259
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586
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16,253
-11,299
587
$447K 0.02%
15,739
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$447K 0.02%
5,244
-1,455
589
$447K 0.02%
22,993
-1,292
590
$447K 0.02%
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593
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3,778
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595
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596
$439K 0.02%
13,311
-36,671
597
$439K 0.02%
5,786
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598
$439K 0.02%
+24,468
599
$438K 0.02%
59,945
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600
$436K 0.02%
20,403
-460
22 23
24
25 26