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
751
$267K 0.02%
5,937
-504
752
$267K 0.02%
9,182
-84
753
$266K 0.02%
1,780
+66
754
$266K 0.02%
1,011
+13
755
$265K 0.02%
4,630
+41
756
$265K 0.02%
1,627
+174
757
$265K 0.02%
732
+137
758
$262K 0.01%
1,459
+10
759
$262K 0.01%
26,752
-2,233
760
$262K 0.01%
1,983
+51
761
$261K 0.01%
10,881
-13,911
762
$260K 0.01%
+2,497
763
$259K 0.01%
+25,823
764
$258K 0.01%
+14,862
765
$257K 0.01%
+3,575
766
$256K 0.01%
8,325
767
$256K 0.01%
1,340
+4
768
$255K 0.01%
6,908
-600
769
$254K 0.01%
1,813
+44
770
$253K 0.01%
34,086
+866
771
$252K 0.01%
4,361
+220
772
$252K 0.01%
+5,158
773
$251K 0.01%
3,459
+493
774
$250K 0.01%
6,572
-50
775
$248K 0.01%
1,077
-550
29 30
31
32 33