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
351
$4.76M 0.05%
141,329
+5,310
352
$4.75M 0.05%
42,197
+2,280
353
$4.73M 0.05%
157,629
+49,008
354
$4.73M 0.05%
82,492
-3,612
355
$4.64M 0.05%
46,682
-6,528
356
$4.59M 0.05%
191,847
-14,214
357
$4.58M 0.05%
92,224
+4,541
358
$4.56M 0.05%
48,377
+4,699
359
$4.52M 0.05%
156,236
+4,994
360
$4.52M 0.05%
21,745
-14
361
$4.49M 0.05%
17,006
-458
362
$4.47M 0.05%
208,086
-10,527
363
$4.46M 0.05%
17,539
-132
364
$4.45M 0.05%
24,220
+1,215
365
$4.45M 0.05%
1,123
+91
366
$4.44M 0.05%
180,260
+29,240
367
$4.43M 0.05%
45,050
+279
368
$4.35M 0.05%
207,087
-58,677
369
$4.35M 0.05%
39,450
-1,434
370
$4.34M 0.05%
122,772
-7,953
371
$4.34M 0.05%
81,729
-8,910
372
$4.32M 0.05%
46,818
+939
373
$4.32M 0.05%
18,192
+1,314
374
$4.3M 0.05%
94,047
+38,662
375
$4.28M 0.05%
92,024
-9,492
13 14
15
16 17