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
551
$2.56M 0.03%
49,785
+1,485
552
$2.56M 0.03%
62,913
-1,291
553
$2.55M 0.03%
196,294
+6,893
554
$2.53M 0.03%
37,591
-127
555
$2.52M 0.03%
49,588
+5,870
556
$2.52M 0.03%
59,226
-5,643
557
$2.52M 0.03%
105,000
558
$2.51M 0.03%
9,122
+402
559
$2.5M 0.03%
2,774
-560
560
$2.5M 0.03%
130,406
+6,700
561
$2.5M 0.03%
30,714
-20,992
562
$2.5M 0.03%
26,161
-85
563
$2.44M 0.03%
108,745
-6,467
564
$2.44M 0.03%
66,000
-3,998
565
$2.44M 0.03%
20,512
-773
566
$2.44M 0.03%
23,491
+1,156
567
$2.43M 0.03%
3,762
-446
568
$2.42M 0.03%
73,456
+538
569
$2.41M 0.03%
69,612
+45,738
570
$2.39M 0.03%
13,068
-1,700
571
$2.39M 0.03%
31,911
-592
572
$2.38M 0.03%
804
+9
573
$2.37M 0.03%
59,317
-7,742
574
$2.36M 0.03%
+13,780
575
$2.36M 0.03%
72,074
+1,474
21 22
23
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