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
776
$1.32M 0.01%
7,436
-8
777
$1.31M 0.01%
8,524
-1,033
778
$1.31M 0.01%
33,938
+3,310
779
$1.31M 0.01%
20,784
-1,635
780
$1.3M 0.01%
25,935
-52,850
781
$1.3M 0.01%
4,194
+2,519
782
$1.29M 0.01%
33,316
+4,931
783
$1.29M 0.01%
12,741
-2,192
784
$1.28M 0.01%
42,072
+34,327
785
$1.28M 0.01%
30,392
-4,108
786
$1.28M 0.01%
65,819
-1,373
787
$1.27M 0.01%
7,810
-65
788
$1.27M 0.01%
71,171
-16,173
789
$1.27M 0.01%
28,354
+2,649
790
$1.27M 0.01%
12,044
+2,305
791
$1.27M 0.01%
12,217
-532
792
$1.26M 0.01%
41,463
-2,177
793
$1.26M 0.01%
19,629
-9,439
794
$1.26M 0.01%
126,989
-870
795
$1.26M 0.01%
35,726
+14,311
796
$1.26M 0.01%
28,053
-928
797
$1.25M 0.01%
42,154
+14,500
798
$1.25M 0.01%
77,332
-43,687
799
$1.25M 0.01%
39,662
-782
800
$1.24M 0.01%
9,030
-250
30 31
32
33 34