AWS

Atria Wealth Solutions Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.02B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$16.6M
3
+$12.2M
4
GLD icon
SPDR Gold Trust
GLD
+$9.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.53M

Top Sells

1
+$16.8M
2
+$12.7M
3
+$12.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M

Sector Composition

1 Technology 13.47%
2 Financials 4.02%
3 Consumer Discretionary 3.68%
4 Healthcare 3.48%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.18M 0.09%
7,998
+165
227
$8.06M 0.09%
40,893
-27,894
228
$8.04M 0.09%
103,689
+6,737
229
$8.01M 0.09%
14,486
-67
230
$7.99M 0.09%
82,821
-5,730
231
$7.91M 0.09%
60,146
+768
232
$7.91M 0.09%
61,585
+23,863
233
$7.86M 0.09%
164,000
+7,723
234
$7.76M 0.09%
619,185
+7,038
235
$7.72M 0.09%
34,122
-4,209
236
$7.71M 0.09%
74,211
-3,290
237
$7.7M 0.09%
55,326
+7,412
238
$7.68M 0.08%
375,343
+21,578
239
$7.66M 0.08%
472,442
-81,052
240
$7.66M 0.08%
74,366
-2,598
241
$7.63M 0.08%
224,968
-14,460
242
$7.63M 0.08%
96,253
+554
243
$7.58M 0.08%
26,116
+484
244
$7.51M 0.08%
60,681
-15,300
245
$7.5M 0.08%
301,588
+22,129
246
$7.49M 0.08%
33,957
-37
247
$7.48M 0.08%
191,112
-9,915
248
$7.46M 0.08%
418,618
-15,125
249
$7.43M 0.08%
411,546
-43,951
250
$7.38M 0.08%
46,429
-15,725
8 9
10
11 12