Portfolio (Quarterly)
Guide ↗
Arcadia Wealth Management, LLC
· CIK 0001964226| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IWR | ISHARES TR | — | 2,197.0 | $212K | 0.08% | NEW | — | $96.29 | +13.7% |
| 62 | SCEC | CAPITOL SER TR | — | 8,185.0 | $208K | 0.08% | NEW | — | $25.35 | -1.0% |
| 63 | TSLA | TESLA INC | Consumer Cyclical | 458.0 | $206K | 0.08% | NEW | — | $449.72 | -15.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
56.6%
Financial Services
18.7%
Technology
18.4%
Industrials
6.3%