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
626
$12.1K 0.01%
122
-3
627
$12.1K 0.01%
201
+51
628
$12K 0.01%
499
-244
629
$12K 0.01%
100
630
$12K 0.01%
630
-36
631
$11.9K 0.01%
+400
632
$11.9K 0.01%
310
-6
633
$11.8K 0.01%
107
+2
634
$11.8K 0.01%
+202
635
$11.8K 0.01%
80
636
$11.7K 0.01%
+541
637
$11.7K 0.01%
+1,491
638
$11.5K 0.01%
149
+50
639
$11.5K 0.01%
50
640
$11.5K 0.01%
72
-2
641
$11.4K 0.01%
+450
642
$11.3K 0.01%
159
-156
643
$11.2K 0.01%
77
644
$11.2K 0.01%
334
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645
$11.1K 0.01%
127
646
$11K 0.01%
265
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647
$10.9K 0.01%
67
+1
648
$10.8K 0.01%
316
+310
649
$10.7K 0.01%
200
650
$10.7K 0.01%
362
24 25
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