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
551
$1.61M 0.03%
52,954
+2,230
552
$1.6M 0.03%
33,795
+8,053
553
$1.6M 0.03%
54,189
+4,301
554
$1.6M 0.03%
69,231
+49,252
555
$1.6M 0.03%
+10,163
556
$1.6M 0.03%
+50,601
557
$1.59M 0.03%
69,961
+14,384
558
$1.59M 0.03%
29,365
+2,807
559
$1.59M 0.03%
25,819
+18,112
560
$1.59M 0.03%
+52,750
561
$1.58M 0.03%
19,428
+526
562
$1.57M 0.03%
3,923
+1,753
563
$1.57M 0.03%
35,867
+7,062
564
$1.56M 0.03%
25,544
-1,458
565
$1.56M 0.03%
37,055
+21,311
566
$1.55M 0.03%
14,017
-1,105
567
$1.55M 0.03%
41,580
+16,115
568
$1.55M 0.03%
8,763
-4,676
569
$1.54M 0.03%
45,334
+19,046
570
$1.54M 0.03%
67,580
+30,206
571
$1.53M 0.03%
28,409
+30
572
$1.53M 0.03%
38,283
+15,844
573
$1.52M 0.03%
37,708
+26,708
574
$1.51M 0.03%
14,397
-238
575
$1.5M 0.03%
38,633
-16,831
21 22
23
24 25