AWA
Arkadios Wealth Advisors Portfolio holdings
AUM
$6.05B
1-Year Est. Return
23.5%
This Fund
S&P 500
1 Year Est. Return
+23.5%
AUM
$6.05B
AUM Growth
+$1.01B
(+20%)
Holding
1,706
Top Buys
| 1 | +$44M | |
| 2 | +$41.8M | |
| 3 | +$34.1M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$28.1M |
| 5 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$27.8M |
Top Sells
| 1 | +$6.88M | |
| 2 | +$6.79M | |
| 3 | +$6.45M | |
| 4 |
Illinois Tool Works
ITW
|
+$6.15M |
| 5 |
Enova International
ENVA
|
+$5.33M |
Sector Composition
| 1 | Technology | 13.29% |
| 2 | Financials | 6.5% |
| 3 | Healthcare | 4.54% |
| 4 | Industrials | 4.06% |
| 5 | Consumer Discretionary | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Zebra Technologies
ZBRA
$12.1B
| – | – |
-852
|
|
||
1702
Zillow
ZG
$8.37B
| – | – |
-15,091
|
|
||
1703
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.11B
| – | – |
-7,092
|
|
||
1704
Corpay
CPAY
$23.5B
| – | – |
-721
|
|