AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$3.33B
1-Year Return
21.18%
This Quarter Return
+6.97%
1 Year Return
+21.18%
3 Year Return
+72.28%
5 Year Return
+115.09%
10 Year Return
–
AUM
$607M
AUM Growth
+$130M
(+27%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
18.02%
Top 10 Holdings %
Top 10 Hldgs %
15.72%
Holding
1,815
New
334
Increased
748
Reduced
266
Closed
77
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$5.33M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.16M |
| 3 |
John Hancock Multifactor Large Cap ETF
JHML
|
+$3.15M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.06M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.87M |
Top Sells
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Financials | 6.02% |
| 3 | Consumer Discretionary | 5.19% |
| 4 | Communication Services | 3.93% |
| 5 | Healthcare | 3.78% |
