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
676
$1.72M 0.02%
6,397
+320
677
$1.72M 0.02%
10,909
-300
678
$1.72M 0.02%
41,123
+22,150
679
$1.72M 0.02%
15,098
-15,130
680
$1.72M 0.02%
24,435
-4,080
681
$1.72M 0.02%
36,371
-2,303
682
$1.71M 0.02%
11,368
+1,075
683
$1.7M 0.02%
35,428
+1,053
684
$1.7M 0.02%
21,420
-2,780
685
$1.69M 0.02%
132,162
-1,140
686
$1.69M 0.02%
16,212
+1,974
687
$1.69M 0.02%
14,433
+8,789
688
$1.69M 0.02%
16,698
+1,873
689
$1.66M 0.02%
48,583
-5,212
690
$1.66M 0.02%
14,868
+283
691
$1.65M 0.02%
13,123
+986
692
$1.65M 0.02%
10,887
-2,621
693
$1.64M 0.02%
17,130
-6,174
694
$1.64M 0.02%
30,217
-1,735
695
$1.64M 0.02%
17,620
-5,402
696
$1.63M 0.02%
22,092
-1,406
697
$1.63M 0.02%
9,009
+2,427
698
$1.62M 0.02%
61,048
+22,854
699
$1.62M 0.02%
154,904
-172
700
$1.62M 0.02%
29,324
+375
26 27
28
29 30