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
751
$1.41M 0.02%
39,911
+774
752
$1.41M 0.02%
4,460
-1,485
753
$1.41M 0.02%
40,094
754
$1.41M 0.02%
39,702
+4,018
755
$1.4M 0.02%
21,779
+5,536
756
$1.4M 0.02%
43,936
-74
757
$1.4M 0.02%
21,346
+2,308
758
$1.39M 0.02%
31,669
+7,312
759
$1.39M 0.02%
3,087
+88
760
$1.38M 0.02%
29,726
-640
761
$1.38M 0.02%
9,987
+4,841
762
$1.37M 0.02%
51,152
+6,146
763
$1.37M 0.02%
20,118
+1,444
764
$1.37M 0.02%
16,071
+1,199
765
$1.36M 0.02%
176,546
+4,418
766
$1.36M 0.02%
26,647
-5,791
767
$1.35M 0.01%
7,623
768
$1.35M 0.01%
52,775
+2,695
769
$1.35M 0.01%
10,453
770
$1.34M 0.01%
32,871
+18,069
771
$1.34M 0.01%
120,142
-15,881
772
$1.34M 0.01%
70,623
-1,344
773
$1.34M 0.01%
55,595
-7,006
774
$1.33M 0.01%
48,121
-4,967
775
$1.33M 0.01%
20,647
+9,997
29 30
31
32 33