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
$1.83B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.93M
3
+$4.2M
4
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$4.18M
5
BK icon
Bank of New York Mellon
BK
+$3.67M

Top Sells

1
+$13.2M
2
+$6.9M
3
+$5.45M
4
WBS icon
Webster Financial
WBS
+$3.68M
5
LRCX icon
Lam Research
LRCX
+$3.4M

Sector Composition

1 Technology 16.86%
2 Financials 8.26%
3 Consumer Discretionary 6.46%
4 Healthcare 4.57%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$243K 0.01%
2,818
-110
802
$242K 0.01%
+2,050
803
$241K 0.01%
1,266
804
$238K 0.01%
+6,390
805
$237K 0.01%
+1,911
806
$236K 0.01%
9,022
+410
807
$236K 0.01%
3,518
-1,775
808
$232K 0.01%
3,208
-824
809
$232K 0.01%
9,925
-7,465
810
$231K 0.01%
+13,760
811
$231K 0.01%
767
+24
812
$230K 0.01%
+383
813
$229K 0.01%
4,779
-1,002
814
$228K 0.01%
32,044
-2,042
815
$227K 0.01%
4,709
+751
816
$225K 0.01%
+14,513
817
$224K 0.01%
2,124
818
$223K 0.01%
2,221
-603
819
$223K 0.01%
+4,342
820
$222K 0.01%
10,422
+39
821
$222K 0.01%
2,220
-207
822
$221K 0.01%
5,928
-82,431
823
$220K 0.01%
3,920
-539
824
$220K 0.01%
5,204
-11,002
825
$220K 0.01%
11,561
+1,121
31 32
33
34 35