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
676
$9.32K ﹤0.01%
98
677
$9.25K ﹤0.01%
43
+20
678
$9.13K ﹤0.01%
+400
679
$8.98K ﹤0.01%
510
-1,190
680
$8.96K ﹤0.01%
36
681
$8.91K ﹤0.01%
256
-4
682
$8.82K ﹤0.01%
390
683
$8.81K ﹤0.01%
200
-100
684
$8.75K ﹤0.01%
147
685
$8.72K ﹤0.01%
+365
686
$8.65K ﹤0.01%
65
-58
687
$8.6K ﹤0.01%
50
688
$8.58K ﹤0.01%
118
+6
689
$8.5K ﹤0.01%
98
690
$8.41K ﹤0.01%
300
691
$8.39K ﹤0.01%
142
692
$8.39K ﹤0.01%
190
+52
693
$8.32K ﹤0.01%
129
694
$8.27K ﹤0.01%
194
-4
695
$8.26K ﹤0.01%
+400
696
$8.25K ﹤0.01%
300
697
$8.17K ﹤0.01%
300
698
$8.16K ﹤0.01%
200
699
$8.05K ﹤0.01%
98
700
$7.86K ﹤0.01%
700
26 27
28
29 30