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
626
$410K 0.02%
5,190
-480
627
$409K 0.02%
4,221
+258
628
$408K 0.02%
1,107
+114
629
$408K 0.02%
12,821
+1,182
630
$406K 0.02%
5,180
-4,985
631
$402K 0.02%
10,471
+1,073
632
$400K 0.02%
6,972
+66
633
$399K 0.02%
11,473
-1,175
634
$396K 0.02%
+11,735
635
$393K 0.02%
+7,900
636
$393K 0.02%
7,439
+1,708
637
$390K 0.02%
2,967
+225
638
$388K 0.02%
2,102
+762
639
$387K 0.02%
5,138
+83
640
$384K 0.02%
+47,060
641
$384K 0.02%
2,376
+17
642
$383K 0.02%
16,653
-2,868
643
$382K 0.02%
+12,165
644
$381K 0.02%
2,904
-174
645
$380K 0.02%
10,035
+4,210
646
$379K 0.02%
1,919
+602
647
$378K 0.02%
3,768
-3,837
648
$377K 0.02%
+887
649
$375K 0.02%
6,531
-7,986
650
$375K 0.02%
19,923
-1,096
24 25
26
27 28