AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$3.33B
1-Year Return
21.18%
This Quarter Return
+7.33%
1 Year Return
+21.18%
3 Year Return
+72.28%
5 Year Return
+115.09%
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.03%
Holding
989
New
987
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$7.28M |
| 2 |
iShares Morningstar Growth ETF
ILCG
|
+$5.62M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$5.01M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.4M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$3.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.41% |
| 2 | Technology | 10.1% |
| 3 | Communication Services | 6.69% |
| 4 | Real Estate | 5.52% |
| 5 | Consumer Discretionary | 5.48% |
