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
401
$2.5M 0.04%
96,598
+17,250
402
$2.49M 0.04%
12,049
+1,542
403
$2.47M 0.04%
50,380
+45,557
404
$2.47M 0.04%
13,868
+4,089
405
$2.47M 0.04%
75,974
+44,987
406
$2.47M 0.04%
48,750
+8,140
407
$2.46M 0.04%
11,377
+6,649
408
$2.45M 0.04%
50,266
+8,702
409
$2.44M 0.04%
49,064
+44,999
410
$2.42M 0.04%
200,879
411
$2.41M 0.04%
138,688
+71,645
412
$2.41M 0.04%
+221,404
413
$2.41M 0.04%
5,799
-4,901
414
$2.35M 0.04%
18,243
+8,890
415
$2.34M 0.04%
9,956
+25
416
$2.34M 0.04%
120,042
-4,149
417
$2.34M 0.04%
67,003
+20,761
418
$2.32M 0.04%
33,191
-971
419
$2.31M 0.04%
37,158
-1,215
420
$2.31M 0.04%
142,808
+7,482
421
$2.31M 0.04%
31,485
-3,351
422
$2.31M 0.04%
152,710
+28,530
423
$2.3M 0.04%
134,010
+2,234
424
$2.3M 0.04%
11,349
+630
425
$2.3M 0.04%
11,303
+7,443
15 16
17
18 19