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
776
$844K 0.01%
37,241
+433
777
$842K 0.01%
19,639
-19,906
778
$840K 0.01%
37,782
+693
779
$840K 0.01%
32,634
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780
$839K 0.01%
8,375
-4,275
781
$835K 0.01%
7,712
+2,811
782
$833K 0.01%
48,213
+16,519
783
$827K 0.01%
17,210
-3,192
784
$825K 0.01%
37,716
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785
$824K 0.01%
5,999
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786
$823K 0.01%
10,198
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787
$822K 0.01%
13,618
+60
788
$815K 0.01%
28,099
+17,761
789
$813K 0.01%
77,322
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$813K 0.01%
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$812K 0.01%
17,452
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792
$810K 0.01%
93,206
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793
$809K 0.01%
3,606
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794
$808K 0.01%
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795
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10,665
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796
$807K 0.01%
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797
$807K 0.01%
33,668
+24,084
798
$805K 0.01%
+2,726
799
$804K 0.01%
20,311
+1
800
$803K 0.01%
109,725
-32,427
30 31
32
33 34