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
876
$122K 0.01%
+10,734
877
$117K 0.01%
10,750
878
$115K 0.01%
+12,619
879
$113K 0.01%
11,191
-8,157
880
$112K 0.01%
11,081
-311
881
$109K 0.01%
10,110
882
$107K 0.01%
12,579
883
$105K 0.01%
+11,502
884
$103K 0.01%
10,724
+575
885
$102K 0.01%
+100,000
886
$92.8K 0.01%
73,677
887
$84K ﹤0.01%
+12,431
888
$79.6K ﹤0.01%
14,470
-34
889
$76.5K ﹤0.01%
+50,000
890
$73.4K ﹤0.01%
55,189
891
$68.8K ﹤0.01%
12,960
-407
892
$66.6K ﹤0.01%
+10,000
893
$66.3K ﹤0.01%
2,617
-33
894
$59.5K ﹤0.01%
10,141
895
$59.2K ﹤0.01%
+11,513
896
$56.5K ﹤0.01%
11,007
+409
897
$51.3K ﹤0.01%
11,901
898
$47K ﹤0.01%
+20,000
899
$46.9K ﹤0.01%
+12,889
900
$40K ﹤0.01%
10,000
+2,000
34 35
36
37 38