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
$1.29B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.54M
3
+$3.71M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.01M
5
VTV icon
Vanguard Value ETF
VTV
+$2.99M

Top Sells

1
+$6.08M
2
+$2.88M
3
+$2.5M
4
HD icon
Home Depot
HD
+$1.99M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.71M

Sector Composition

1 Technology 14.65%
2 Financials 7.61%
3 Consumer Discretionary 5.86%
4 Healthcare 5.52%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$91.2K 0.01%
11,000
-873
677
$90.6K 0.01%
12,579
678
$89.7K 0.01%
4,000
679
$82.6K 0.01%
24,000
+5,300
680
$79.6K 0.01%
13,492
-1,463
681
$74.3K 0.01%
11,260
682
$69.3K 0.01%
15,571
683
$63.1K ﹤0.01%
2,483
-2
684
$62.4K ﹤0.01%
4,515
-494
685
$61.4K ﹤0.01%
80,000
686
$61.4K ﹤0.01%
10,656
687
$51.1K ﹤0.01%
10,350
688
$44.7K ﹤0.01%
43
689
$33.5K ﹤0.01%
11,048
-107
690
$30.9K ﹤0.01%
16,800
-1,000
691
$28.4K ﹤0.01%
748
-27
692
$28K ﹤0.01%
14,265
+76
693
$18.4K ﹤0.01%
11,793
+178
694
$18K ﹤0.01%
10,208
+185
695
$13.7K ﹤0.01%
+1,001
696
$7.83K ﹤0.01%
681
+48
697
$6.3K ﹤0.01%
10,000
698
$5.39K ﹤0.01%
507
699
$3.18K ﹤0.01%
10,000
700
$605 ﹤0.01%
10,000
26 27
28
29 30