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
851
$179K 0.01%
12,637
-525
852
$178K 0.01%
12,545
+89
853
$174K 0.01%
10,000
854
$168K 0.01%
+10,258
855
$163K 0.01%
14,029
-68,571
856
$147K 0.01%
11,896
+73
857
$134K 0.01%
+10,000
858
$133K 0.01%
20,201
-1,223
859
$124K 0.01%
10,750
-2,028
860
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+10,042
861
$118K 0.01%
11,318
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862
$118K 0.01%
10,110
863
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864
$114K 0.01%
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865
$111K 0.01%
11,392
-200
866
$105K 0.01%
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867
$105K 0.01%
73,677
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868
$103K 0.01%
10,149
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869
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870
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8,000
+2,000
871
$97.1K 0.01%
55,189
-200
872
$94.9K 0.01%
13,367
+2,554
873
$86.4K ﹤0.01%
10,141
-6,500
874
$81.8K ﹤0.01%
14,504
875
$78.8K ﹤0.01%
+10,050
33 34
35
36 37