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
501
$2.87M 0.03%
20,921
-6,737
502
$2.87M 0.03%
108,828
+81,565
503
$2.87M 0.03%
60,881
+1,645
504
$2.86M 0.03%
18,887
+610
505
$2.86M 0.03%
9,596
+1,856
506
$2.86M 0.03%
12,447
-293
507
$2.85M 0.03%
16,280
-1,476
508
$2.84M 0.03%
62,136
+15,021
509
$2.84M 0.03%
64,600
-2,013
510
$2.82M 0.03%
64,167
-10,324
511
$2.81M 0.03%
57,906
-9,701
512
$2.81M 0.03%
5,765
+120
513
$2.8M 0.03%
195,230
-14,637
514
$2.8M 0.03%
46,018
-1,695
515
$2.79M 0.03%
98,661
+9,369
516
$2.79M 0.03%
38,609
-15,905
517
$2.78M 0.03%
51,440
-1,235
518
$2.78M 0.03%
65,428
+7,209
519
$2.76M 0.03%
93,298
-46,444
520
$2.76M 0.03%
18,542
+493
521
$2.76M 0.03%
54,959
-6,360
522
$2.76M 0.03%
80,993
-6,843
523
$2.73M 0.03%
122,680
-36,146
524
$2.72M 0.03%
17,946
+33
525
$2.72M 0.03%
11,240
-4,370
19 20
21
22 23