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
626
$1.3M 0.02%
23,639
+14,481
627
$1.3M 0.02%
14,864
-3,965
628
$1.3M 0.02%
5,449
-1,102
629
$1.28M 0.02%
28,138
+2,560
630
$1.27M 0.02%
33,369
+26,586
631
$1.26M 0.02%
26,970
+1,755
632
$1.26M 0.02%
590
-425
633
$1.26M 0.02%
60,322
+2,491
634
$1.25M 0.02%
17,602
+6,974
635
$1.25M 0.02%
51,855
+3,070
636
$1.25M 0.02%
48,822
+9,028
637
$1.25M 0.02%
49,319
+3,575
638
$1.25M 0.02%
31,121
-7,973
639
$1.24M 0.02%
20,619
+10,532
640
$1.24M 0.02%
114,391
-44,996
641
$1.24M 0.02%
253,792
+47,103
642
$1.23M 0.02%
79,303
+18,103
643
$1.23M 0.02%
18,112
+1,113
644
$1.23M 0.02%
1,485
-610
645
$1.23M 0.02%
52,766
+12,483
646
$1.23M 0.02%
14,798
-565
647
$1.22M 0.02%
49,796
+18,656
648
$1.21M 0.02%
+7,981
649
$1.21M 0.02%
17,859
-2,576
650
$1.2M 0.02%
45,960
+9,555
24 25
26
27 28