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
751
$900K 0.02%
+100,157
752
$897K 0.02%
12,880
-4,036
753
$889K 0.02%
17,778
+944
754
$887K 0.02%
48,050
-4,169
755
$887K 0.02%
32,594
+7,262
756
$886K 0.02%
9,976
+3,391
757
$886K 0.02%
2,783
-2,327
758
$883K 0.02%
5,943
+70
759
$881K 0.02%
40,852
+1,336
760
$877K 0.02%
31,606
+13,498
761
$876K 0.02%
7,641
+52
762
$874K 0.02%
15,343
+256
763
$874K 0.02%
6,916
+4,040
764
$869K 0.02%
23,737
+10,877
765
$867K 0.02%
57,622
+1,972
766
$865K 0.02%
20,056
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767
$865K 0.01%
18,116
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768
$861K 0.01%
18,380
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769
$859K 0.01%
15,949
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770
$858K 0.01%
26,667
-1,341
771
$852K 0.01%
8,772
-2,508
772
$851K 0.01%
38,177
+6
773
$850K 0.01%
23,911
-4,679
774
$847K 0.01%
18,791
+5,462
775
$844K 0.01%
5,358
+15
29 30
31
32 33