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
$821M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.54M
3 +$4.31M
4
UPS icon
United Parcel Service
UPS
+$4.25M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.05M

Sector Composition

1 Technology 9.81%
2 Financials 6.3%
3 Consumer Discretionary 6.27%
4 Healthcare 4.67%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$7K ﹤0.01%
+370
1627
$7K ﹤0.01%
81
1628
$7K ﹤0.01%
138
+38
1629
$7K ﹤0.01%
221
+22
1630
$7K ﹤0.01%
489
-39
1631
$7K ﹤0.01%
100
1632
$7K ﹤0.01%
60
+33
1633
$7K ﹤0.01%
+131
1634
$7K ﹤0.01%
210
+4
1635
$7K ﹤0.01%
145
-14
1636
$7K ﹤0.01%
195
+158
1637
$7K ﹤0.01%
+477
1638
$7K ﹤0.01%
180
1639
$7K ﹤0.01%
228
+1
1640
$7K ﹤0.01%
750
1641
$7K ﹤0.01%
202
+117
1642
$7K ﹤0.01%
400
1643
$7K ﹤0.01%
130
1644
$7K ﹤0.01%
230
1645
$7K ﹤0.01%
+38
1646
$7K ﹤0.01%
136
1647
$7K ﹤0.01%
116
+1
1648
$6K ﹤0.01%
+165
1649
$6K ﹤0.01%
142
+120
1650
$6K ﹤0.01%
+200