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
751
$5.25K ﹤0.01%
870
752
$5.22K ﹤0.01%
38
+12
753
$5.21K ﹤0.01%
150
754
$5.09K ﹤0.01%
81
-234
755
$5.05K ﹤0.01%
1,500
756
$4.97K ﹤0.01%
+300
757
$4.97K ﹤0.01%
24
-5
758
$4.93K ﹤0.01%
+100
759
$4.92K ﹤0.01%
96
760
$4.92K ﹤0.01%
80
761
$4.9K ﹤0.01%
+50
762
$4.89K ﹤0.01%
176
763
$4.81K ﹤0.01%
393
-100
764
$4.7K ﹤0.01%
+192
765
$4.63K ﹤0.01%
50
766
$4.61K ﹤0.01%
+13
767
$4.6K ﹤0.01%
100
768
$4.6K ﹤0.01%
188
-112
769
$4.59K ﹤0.01%
25
770
$4.59K ﹤0.01%
43
771
$4.51K ﹤0.01%
125
-375
772
$4.51K ﹤0.01%
111
-333
773
$4.49K ﹤0.01%
+29
774
$4.49K ﹤0.01%
72
775
$4.42K ﹤0.01%
13
29 30
31
32 33