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
$477M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,711
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.24M
3
+$6.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.66M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$6.36M

Top Sells

1
+$2.38M
2
+$1.97M
3
+$1.7M
4
CPRI icon
Capri Holdings
CPRI
+$1.57M
5
NTNX icon
Nutanix
NTNX
+$1.55M

Sector Composition

1 Technology 8.99%
2 Financials 5.28%
3 Consumer Discretionary 4.89%
4 Healthcare 3.49%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$18K ﹤0.01%
897
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777
$18K ﹤0.01%
232
+69
778
$18K ﹤0.01%
+1,142
779
$18K ﹤0.01%
413
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780
$18K ﹤0.01%
615
-1,139
781
$18K ﹤0.01%
165
782
$18K ﹤0.01%
349
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783
$18K ﹤0.01%
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784
$18K ﹤0.01%
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785
$18K ﹤0.01%
200
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789
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$17K ﹤0.01%
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799
$17K ﹤0.01%
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$17K ﹤0.01%
198
30 31
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