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
501
$1.9M 0.03%
39,010
+2,954
502
$1.88M 0.03%
51,529
-714
503
$1.88M 0.03%
38,233
-1,287
504
$1.88M 0.03%
182,944
+47,566
505
$1.87M 0.03%
4,838
+2,337
506
$1.87M 0.03%
31,345
-6,861
507
$1.87M 0.03%
221,484
+16,069
508
$1.87M 0.03%
43,288
-1,927
509
$1.85M 0.03%
14,490
+477
510
$1.85M 0.03%
14,374
+4,121
511
$1.84M 0.03%
58,852
-3,768
512
$1.84M 0.03%
24,789
-2,735
513
$1.84M 0.03%
6,022
-72
514
$1.83M 0.03%
25,937
+18,081
515
$1.83M 0.03%
41,541
-31,835
516
$1.83M 0.03%
38,486
+28,853
517
$1.82M 0.03%
54,205
+4,742
518
$1.81M 0.03%
58,888
+393
519
$1.8M 0.03%
39,422
-1,375
520
$1.8M 0.03%
+49,991
521
$1.79M 0.03%
23,596
-1,764
522
$1.79M 0.03%
44,065
-2,930
523
$1.78M 0.03%
11,848
+8,428
524
$1.78M 0.03%
12,262
+10,797
525
$1.76M 0.03%
14,922
-941
19 20
21
22 23