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
851
$1.84K ﹤0.01%
+50
852
$1.82K ﹤0.01%
62
-110
853
$1.82K ﹤0.01%
27
854
$1.81K ﹤0.01%
1
855
$1.75K ﹤0.01%
4
-27
856
$1.73K ﹤0.01%
+150
857
$1.71K ﹤0.01%
137
858
$1.68K ﹤0.01%
332
-450
859
$1.67K ﹤0.01%
100
860
$1.67K ﹤0.01%
129
+38
861
$1.64K ﹤0.01%
75
862
$1.57K ﹤0.01%
+44
863
$1.56K ﹤0.01%
121
864
$1.56K ﹤0.01%
33
865
$1.55K ﹤0.01%
+56
866
$1.38K ﹤0.01%
41
867
$1.38K ﹤0.01%
+35
868
$1.37K ﹤0.01%
52
869
$1.34K ﹤0.01%
+24
870
$1.3K ﹤0.01%
21
-8
871
$1.12K ﹤0.01%
13
-164
872
$1.03K ﹤0.01%
+1,000
873
$973 ﹤0.01%
16
874
$937 ﹤0.01%
+35
875
$928 ﹤0.01%
20
33 34
35
36 37