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
726
$284K 0.02%
5,766
-2,301
727
$284K 0.02%
7,200
+700
728
$282K 0.02%
1,754
+27
729
$282K 0.02%
+6,144
730
$282K 0.02%
+145
731
$280K 0.02%
24,889
732
$280K 0.02%
40,057
-878
733
$280K 0.02%
42,938
-1,254
734
$278K 0.02%
1,768
-39
735
$278K 0.02%
1,842
+106
736
$277K 0.02%
2,928
-110
737
$277K 0.02%
+2,510
738
$276K 0.02%
21,154
+287
739
$274K 0.02%
1,533
-116
740
$272K 0.02%
+9,662
741
$272K 0.02%
631
+80
742
$272K 0.02%
798
+23
743
$271K 0.02%
16,224
-320
744
$271K 0.02%
3,736
-289
745
$271K 0.02%
3,810
-1,034
746
$271K 0.02%
+2,859
747
$269K 0.02%
2,238
748
$269K 0.02%
+1,139
749
$269K 0.02%
+22,103
750
$268K 0.02%
1,071
+13
28 29
30
31 32