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
$2.64B
AUM Growth
+$808M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$21.1M
3
+$19.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$17.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M

Top Sells

1
+$7.4M
2
+$6.96M
3
+$3.07M
4
IPG icon
Interpublic Group of Companies
IPG
+$3.05M
5
CEG icon
Constellation Energy
CEG
+$2.77M

Sector Composition

1 Technology 15.64%
2 Financials 8.08%
3 Consumer Discretionary 5.68%
4 Healthcare 4.99%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$386K 0.01%
14,764
-1,489
802
$385K 0.01%
7,900
803
$385K 0.01%
+5,063
804
$385K 0.01%
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805
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806
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807
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11,238
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811
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812
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813
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815
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816
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817
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820
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821
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25,749
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823
$364K 0.01%
5,636
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$364K 0.01%
9,116
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825
$363K 0.01%
2,268
+29
31 32
33
34 35