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
$5.77B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,862
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$51.7M
3
+$42.1M
4
AMZN icon
Amazon
AMZN
+$35.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M

Top Sells

1
+$19.5M
2
+$9.49M
3
+$7.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.44M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.71M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.7%
3 Consumer Discretionary 4.2%
4 Financials 4.11%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.76M 0.05%
29,834
+878
377
$2.75M 0.05%
126,840
+36,681
378
$2.73M 0.05%
29,917
+27,076
379
$2.71M 0.05%
228,219
+25,918
380
$2.69M 0.05%
143,520
+44,703
381
$2.69M 0.05%
33,459
+10,997
382
$2.68M 0.05%
11,158
+8,875
383
$2.64M 0.05%
40,427
+6,871
384
$2.64M 0.05%
74,454
+1,085
385
$2.64M 0.05%
42,984
+7,517
386
$2.63M 0.05%
98,209
+51,242
387
$2.6M 0.04%
60,806
+5,849
388
$2.59M 0.04%
83,246
+16,008
389
$2.58M 0.04%
35,505
-150
390
$2.58M 0.04%
35,634
-2,642
391
$2.56M 0.04%
28,562
+19,888
392
$2.56M 0.04%
25,148
-2,532
393
$2.55M 0.04%
12,172
+6,997
394
$2.55M 0.04%
138,333
+15,070
395
$2.54M 0.04%
65,675
-6,991
396
$2.53M 0.04%
237,575
-5,083
397
$2.52M 0.04%
115,613
+6,674
398
$2.51M 0.04%
99,073
+19,550
399
$2.51M 0.04%
93,410
+23,703
400
$2.51M 0.04%
50,074
+38,258
14 15
16
17 18