AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$4.08B
1-Year Est. Return
23.22%
1 Year Est. Return
+23.22%
AUM
$4.08B
AUM Growth
+$749M
(+23%)
Holding
1,440
Top Buys
| 1 | +$24.1M | |
| 2 | +$14.1M | |
| 3 | +$13.1M | |
| 4 |
Angel Oak Income ETF
CARY
|
+$12.9M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$11.5M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$4.26M | |
| 3 | +$3.99M | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$3.95M |
| 5 |
Salesforce
CRM
|
+$2.68M |
Sector Composition
| 1 | Technology | 17.3% |
| 2 | Financials | 8.11% |
| 3 | Consumer Discretionary | 5.22% |
| 4 | Industrials | 4.88% |
| 5 | Healthcare | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Innovator US Equity Ultra Buffer ETF April
UAPR
$152M
| – | – |
-12,054
|
|
||
1427
Innovator US Equity Ultra Buffer ETF December
UDEC
$232M
| – | – |
-10,072
|
|
||
1428
Innovator US Equity Ultra Buffer ETF February
UFEB
$159M
| – | – |
-10,683
|
|
||
1429
Innovator US Equity Ultra Buffer ETF January
UJAN
$204M
| – | – |
-10,915
|
|
||
|
UNIT
1430
Uniti Group
UNIT
$1.54B
| – | – |
-13,916
|
|
||
1431
UWM Holdings
UWMC
$1.49B
| – | – |
-10,853
|
|
||
|
WBA
1432
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-30,925
|
|
||
1433
Warner Bros
WBD
$59.1B
| – | – |
-21,558
|
|
||
1434
WIX.com
WIX
$5.22B
| – | – |
-1,870
|
|
||
1435
Wolfspeed
WOLF
$572M
| – | – |
-10,005
|
|
||
1436
AtlasClear
ATCH
$46.2M
| – | – |
-50,000
|
|
||
|
SERV
1437
Serve Robotics
SERV
$725M
| – | – |
-12,846
|
|
||
|
SNDK
1438
Sandisk
SNDK
$30.8B
| – | – |
-9,839
|
|
||
|
SKGR
1439
DELISTED
SK Growth Opportunities Corporation Class A Common Stock
SKGR
| – | – |
-19,082
|
|