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
851
$206K 0.01%
2,083
+191
852
$205K 0.01%
15,939
-6,685
853
$204K 0.01%
+2,406
854
$203K 0.01%
+2,961
855
$202K 0.01%
+5,078
856
$202K 0.01%
3,404
-129
857
$201K 0.01%
3,437
-45
858
$201K 0.01%
21,562
-1,182
859
$194K 0.01%
11,257
+222
860
$191K 0.01%
17,235
+476
861
$186K 0.01%
12,790
-1,705
862
$184K 0.01%
11,278
-13,072
863
$174K 0.01%
13,977
-52
864
$169K 0.01%
19,886
-5,937
865
$165K 0.01%
+10,000
866
$162K 0.01%
+19,245
867
$160K 0.01%
13,924
-1,382
868
$159K 0.01%
10,258
869
$159K 0.01%
20,201
870
$157K 0.01%
10,938
-3,876
871
$155K 0.01%
19,500
872
$151K 0.01%
+10,000
873
$150K 0.01%
+20,242
874
$142K 0.01%
10,646
+472
875
$132K 0.01%
62,082
+29,062
33 34
35
36 37