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
$1.76B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.6M
3
+$8.91M
4
AMZN icon
Amazon
AMZN
+$6.18M
5
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$5.99M

Top Sells

1
+$18.9M
2
+$14.1M
3
+$4.86M
4
RGA icon
Reinsurance Group of America
RGA
+$4.14M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$3.85M

Sector Composition

1 Technology 15.78%
2 Financials 8%
3 Consumer Discretionary 6.04%
4 Healthcare 5.25%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$357K 0.02%
830
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$354K 0.02%
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903
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665
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673
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674
$330K 0.02%
5,781
-2,868
675
$326K 0.02%
+22,624
25 26
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