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
76
$4.88M 0.28%
168,591
-29,697
77
$4.86M 0.28%
61,423
-5,788
78
$4.85M 0.27%
58,805
+1,604
79
$4.84M 0.27%
42,609
+757
80
$4.79M 0.27%
31,251
+17,882
81
$4.75M 0.27%
111,048
+1,817
82
$4.74M 0.27%
18,576
+17,227
83
$4.7M 0.27%
104,577
+5,886
84
$4.64M 0.26%
17,736
+1,360
85
$4.59M 0.26%
34,186
+2,009
86
$4.56M 0.26%
90,102
+14,731
87
$4.5M 0.25%
227,975
+21,279
88
$4.46M 0.25%
112,464
+4,192
89
$4.42M 0.25%
1,050
+285
90
$4.41M 0.25%
29,461
-1,395
91
$4.35M 0.25%
44,373
+13,490
92
$4.27M 0.24%
4,818
+1,424
93
$4.27M 0.24%
54,668
+6,617
94
$4.24M 0.24%
30,988
-4,652
95
$4.22M 0.24%
13,849
+2,555
96
$4.2M 0.24%
91,947
+1,355
97
$4.19M 0.24%
82,176
+2,565
98
$4.17M 0.24%
25,393
+1,673
99
$4.14M 0.23%
18,735
+1,380
100
$4.1M 0.23%
21,617
+11,887
2 3
4
5 6