AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$3.33B
1-Year Return
21.18%
This Quarter Return
+13.32%
1 Year Return
+21.18%
3 Year Return
+72.28%
5 Year Return
+115.09%
10 Year Return
–
AUM
$477M
AUM Growth
+$277M
(+139%)
Cap. Flow
+$260M
Cap. Flow
% of AUM
54.54%
Top 10 Holdings %
Top 10 Hldgs %
18.37%
Holding
1,711
New
608
Increased
469
Reduced
253
Closed
236
Top Buys
Top Sells
| 1 |
LANDO
Gladstone Land Corp 6.00% Series B Cumulative Redeemable Preferred Stock
LANDO
|
$2.38M |
| 2 |
Omnicell
OMCL
|
$1.97M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$1.7M |
| 4 |
Capri Holdings
CPRI
|
$1.57M |
| 5 |
Nutanix
NTNX
|
$1.55M |
Sector Composition
| 1 | Technology | 8.99% |
| 2 | Financials | 5.28% |
| 3 | Consumer Discretionary | 4.89% |
| 4 | Healthcare | 3.48% |
| 5 | Communication Services | 3.35% |
