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
576
$2.35M 0.03%
27,885
+1,905
577
$2.34M 0.03%
7,578
-935
578
$2.34M 0.03%
13,373
-416
579
$2.33M 0.03%
8,645
-93
580
$2.31M 0.03%
39,779
-6,350
581
$2.31M 0.03%
31,364
-2,123
582
$2.3M 0.03%
34,697
-3,733
583
$2.3M 0.03%
22,773
-1,255
584
$2.28M 0.03%
32,410
+851
585
$2.26M 0.03%
6,842
-319
586
$2.26M 0.03%
58,908
+914
587
$2.26M 0.02%
34,822
-6,762
588
$2.25M 0.02%
44,975
+6,621
589
$2.24M 0.02%
67,102
+21,560
590
$2.22M 0.02%
53,816
+2,154
591
$2.21M 0.02%
60,906
-8,486
592
$2.21M 0.02%
65,952
-27,993
593
$2.2M 0.02%
44,939
+1,200
594
$2.19M 0.02%
51,443
+8,849
595
$2.18M 0.02%
43,810
+9,070
596
$2.18M 0.02%
51,195
-5,227
597
$2.17M 0.02%
90,122
+33,498
598
$2.15M 0.02%
16,242
-769
599
$2.14M 0.02%
21,573
+8,718
600
$2.14M 0.02%
15,857
-8,881
22 23
24
25 26