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
676
$1.13M 0.02%
64,532
+17,242
677
$1.13M 0.02%
51,619
-1,440
678
$1.12M 0.02%
25,676
+142
679
$1.12M 0.02%
4,541
+568
680
$1.11M 0.02%
11,217
-2,793
681
$1.11M 0.02%
23,041
-508
682
$1.11M 0.02%
37,896
-120,569
683
$1.1M 0.02%
2,256
+1,141
684
$1.1M 0.02%
135,498
+94,180
685
$1.1M 0.02%
+25,035
686
$1.1M 0.02%
19,113
+12,769
687
$1.09M 0.02%
53,255
+25,358
688
$1.09M 0.02%
4,755
+813
689
$1.09M 0.02%
30,249
+382
690
$1.07M 0.02%
21,699
+1,796
691
$1.06M 0.02%
23,092
+711
692
$1.06M 0.02%
5,957
+19
693
$1.05M 0.02%
39,643
+10,231
694
$1.05M 0.02%
10,522
+2,173
695
$1.05M 0.02%
78,685
+25,595
696
$1.04M 0.02%
17,564
+1,064
697
$1.04M 0.02%
6,133
+4,578
698
$1.03M 0.02%
31,415
+6,285
699
$1.03M 0.02%
+99,590
700
$1.03M 0.02%
2,115
+1,380
26 27
28
29 30