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
701
$1.02M 0.02%
+92,813
702
$1.02M 0.02%
19,095
-208
703
$1.02M 0.02%
9,244
+484
704
$1.01M 0.02%
22,164
+2,689
705
$1.01M 0.02%
1,466
-38
706
$1M 0.02%
+68,615
707
$999K 0.02%
174,031
-11,289
708
$998K 0.02%
13,630
+2,539
709
$997K 0.02%
61,812
-781
710
$996K 0.02%
125,905
+44,345
711
$990K 0.02%
33,367
-5,043
712
$990K 0.02%
15,389
-277
713
$987K 0.02%
27,642
+3,924
714
$986K 0.02%
39,706
+23,006
715
$986K 0.02%
20,235
-3,191
716
$983K 0.02%
68,649
+149
717
$978K 0.02%
10,616
-193
718
$978K 0.02%
12,143
+900
719
$977K 0.02%
+46,251
720
$968K 0.02%
47,964
+1,545
721
$965K 0.02%
29,317
-3,383
722
$963K 0.02%
32,008
+3,550
723
$959K 0.02%
5,623
-3,163
724
$954K 0.02%
16,182
+1,300
725
$951K 0.02%
5,127
+2,156
27 28
29
30 31