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
651
$1.82M 0.02%
31,722
-187
652
$1.82M 0.02%
53,359
-1,251
653
$1.81M 0.02%
24,391
+323
654
$1.81M 0.02%
44,552
+13,418
655
$1.8M 0.02%
20,926
-219
656
$1.79M 0.02%
7,949
-314
657
$1.79M 0.02%
56,394
+40,681
658
$1.79M 0.02%
40,860
659
$1.79M 0.02%
22,720
-1,992
660
$1.79M 0.02%
31,005
+7,418
661
$1.78M 0.02%
39,423
-410
662
$1.78M 0.02%
55,339
-17,630
663
$1.78M 0.02%
30,904
+9,474
664
$1.78M 0.02%
57,519
+9,771
665
$1.78M 0.02%
122,032
-88,400
666
$1.77M 0.02%
233,527
+3,506
667
$1.76M 0.02%
21,780
-5,713
668
$1.76M 0.02%
12,652
+394
669
$1.76M 0.02%
37,510
-3,044
670
$1.75M 0.02%
4,096
-1,298
671
$1.75M 0.02%
61,813
+5,964
672
$1.75M 0.02%
16,063
+617
673
$1.74M 0.02%
27,519
+176
674
$1.73M 0.02%
30,237
-29,650
675
$1.72M 0.02%
13,353
-6,273
25 26
27
28 29