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
701
$1.62M 0.02%
14,890
+260
702
$1.61M 0.02%
7,196
+782
703
$1.61M 0.02%
42,102
-7,570
704
$1.6M 0.02%
56,130
+36,873
705
$1.6M 0.02%
8,310
-183
706
$1.6M 0.02%
45,062
+4,304
707
$1.59M 0.02%
23,839
+7,899
708
$1.59M 0.02%
63,206
-5,471
709
$1.59M 0.02%
32,501
-11,017
710
$1.59M 0.02%
17,324
+548
711
$1.58M 0.02%
9,822
-2,154
712
$1.58M 0.02%
31,401
+104
713
$1.56M 0.02%
32,148
+1,632
714
$1.56M 0.02%
12,049
+179
715
$1.56M 0.02%
20,506
-32,342
716
$1.55M 0.02%
35,275
-1,217
717
$1.55M 0.02%
5,404
-966
718
$1.55M 0.02%
18,430
-42,525
719
$1.55M 0.02%
56,172
+18,690
720
$1.55M 0.02%
91,110
-8,270
721
$1.54M 0.02%
16,597
+5,962
722
$1.53M 0.02%
35,192
-895
723
$1.53M 0.02%
47,302
+1,147
724
$1.52M 0.02%
146,272
-3,734
725
$1.51M 0.02%
88,483
-479
27 28
29
30 31