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
476
$2M 0.03%
77,624
-76,734
477
$2M 0.03%
+51,560
478
$2M 0.03%
+18,679
479
$1.99M 0.03%
74,467
+66,675
480
$1.99M 0.03%
24,318
+11,022
481
$1.98M 0.03%
79,554
+6,581
482
$1.97M 0.03%
45,464
-1,216
483
$1.97M 0.03%
34,468
-668
484
$1.97M 0.03%
42,814
+34,552
485
$1.96M 0.03%
+39,141
486
$1.95M 0.03%
12,799
+495
487
$1.94M 0.03%
68,868
-6,569
488
$1.94M 0.03%
100,590
+12,484
489
$1.94M 0.03%
1,785
+810
490
$1.93M 0.03%
96,422
-8,056
491
$1.93M 0.03%
45,051
+31,517
492
$1.93M 0.03%
71,621
+14,057
493
$1.92M 0.03%
64,157
-18,214
494
$1.92M 0.03%
10,590
+7,471
495
$1.92M 0.03%
9,215
+4,501
496
$1.91M 0.03%
44,777
+731
497
$1.91M 0.03%
79,016
-15,824
498
$1.91M 0.03%
67,536
+12,396
499
$1.9M 0.03%
25,439
+15,475
500
$1.9M 0.03%
38,114
+34,098
18 19
20
21 22