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
201
$1.78M 0.1%
10,797
+141
202
$1.78M 0.1%
29,741
-4,620
203
$1.75M 0.1%
27,638
-6,725
204
$1.74M 0.09%
34,484
-4,707
205
$1.73M 0.09%
86,369
+1,117
206
$1.72M 0.09%
10,588
+1,543
207
$1.71M 0.09%
7,494
+3,395
208
$1.71M 0.09%
52,362
+4,338
209
$1.7M 0.09%
12,927
+3,343
210
$1.7M 0.09%
13,629
+1,251
211
$1.7M 0.09%
22,403
+1,587
212
$1.69M 0.09%
14,704
+1,583
213
$1.69M 0.09%
29,385
-307
214
$1.68M 0.09%
53,677
+7,086
215
$1.66M 0.09%
41,205
-2,815
216
$1.66M 0.09%
30,391
+11,478
217
$1.65M 0.09%
32,302
+1,013
218
$1.64M 0.09%
+38,000
219
$1.63M 0.09%
15,303
+2,716
220
$1.62M 0.09%
+106,415
221
$1.62M 0.09%
6,698
+1,458
222
$1.61M 0.09%
70,925
-267
223
$1.61M 0.09%
8,240
+155
224
$1.6M 0.09%
86,351
+33,489
225
$1.6M 0.09%
32,319
+2,656
7 8
9
10 11