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
$1.83B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.93M
3
+$4.2M
4
AOHY icon
Angel Oak High Yield Opportunities ETF
AOHY
+$4.18M
5
BK icon
Bank of New York Mellon
BK
+$3.67M

Top Sells

1
+$13.2M
2
+$6.9M
3
+$5.45M
4
WBS icon
Webster Financial
WBS
+$3.68M
5
LRCX icon
Lam Research
LRCX
+$3.4M

Sector Composition

1 Technology 16.86%
2 Financials 8.26%
3 Consumer Discretionary 6.46%
4 Healthcare 4.57%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.11M 0.11%
13,201
+1,910
177
$2.11M 0.11%
35,243
+174
178
$2.09M 0.11%
11,124
-15
179
$2.08M 0.11%
4,501
+904
180
$2.07M 0.11%
16,193
+3,737
181
$2.04M 0.11%
40,191
-4,755
182
$2.04M 0.11%
29,023
+1,368
183
$2.04M 0.11%
13,387
-1,978
184
$2.01M 0.11%
72,147
-677
185
$2M 0.11%
8,243
-138
186
$2M 0.11%
10,667
-3,285
187
$2M 0.11%
21,868
+1,150
188
$1.99M 0.11%
39,255
+745
189
$1.97M 0.11%
+17,210
190
$1.95M 0.11%
52,157
+17,192
191
$1.93M 0.11%
43,454
+9,404
192
$1.93M 0.11%
32,007
+686
193
$1.9M 0.1%
72,939
-921
194
$1.88M 0.1%
37,222
-4,020
195
$1.87M 0.1%
20,962
-2,245
196
$1.86M 0.1%
6,279
-1,013
197
$1.85M 0.1%
35,377
-2,404
198
$1.85M 0.1%
54,558
-105
199
$1.8M 0.1%
21,206
-22
200
$1.8M 0.1%
30,678
+462
6 7
8
9 10