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
$2.64B
AUM Growth
+$808M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$21.1M
3
+$19.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$17.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M

Top Sells

1
+$7.4M
2
+$6.96M
3
+$3.07M
4
IPG icon
Interpublic Group of Companies
IPG
+$3.05M
5
CEG icon
Constellation Energy
CEG
+$2.77M

Sector Composition

1 Technology 15.64%
2 Financials 8.08%
3 Consumer Discretionary 5.68%
4 Healthcare 4.99%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$244K 0.01%
+1,008
977
$244K 0.01%
+5,871
978
$244K 0.01%
+5,818
979
$243K 0.01%
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980
$243K 0.01%
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981
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982
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983
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984
$241K 0.01%
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+1,980
985
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986
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987
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988
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989
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990
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$234K 0.01%
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992
$232K 0.01%
12,268
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998
$230K 0.01%
10,308
999
$229K 0.01%
+2,080
1000
$229K 0.01%
5,200
38 39
40
41 42