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
601
$435K 0.02%
1,081
+410
602
$434K 0.02%
4,449
+256
603
$429K 0.02%
9,534
+2,940
604
$429K 0.02%
25,089
+1,376
605
$428K 0.02%
607
+302
606
$428K 0.02%
3,202
+329
607
$427K 0.02%
5,315
+1,107
608
$427K 0.02%
5,071
+1,514
609
$425K 0.02%
+13,120
610
$424K 0.02%
3,493
+393
611
$421K 0.02%
61,731
-2,874
612
$420K 0.02%
3,519
-30
613
$420K 0.02%
4,021
-465
614
$420K 0.02%
2,239
-83
615
$419K 0.02%
864
-48
616
$419K 0.02%
1,992
+959
617
$419K 0.02%
4,823
-209
618
$418K 0.02%
1,626
+555
619
$417K 0.02%
3,927
+1,487
620
$416K 0.02%
8,264
-874
621
$415K 0.02%
1,385
-24
622
$414K 0.02%
14,181
-535
623
$414K 0.02%
1,264
+66
624
$413K 0.02%
5,370
-120
625
$411K 0.02%
1,655
-1,196
23 24
25
26 27