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
$477M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,711
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.24M
3
+$6.7M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.66M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$6.36M

Top Sells

1
+$2.38M
2
+$1.97M
3
+$1.7M
4
CPRI icon
Capri Holdings
CPRI
+$1.57M
5
NTNX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
35
-129
1277
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+98
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+73
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330
+300
1281
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101
+1
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1283
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+1,000
1286
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1288
– –
0
1289
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1290
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+200
1291
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750
1292
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+50
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+105
1296
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28
1297
$1K ﹤0.01%
+40
1298
$1K ﹤0.01%
+417
1299
$1K ﹤0.01%
+12
1300
$1K ﹤0.01%
+75
50 51
52
53 54