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
801
$802K 0.01%
+19,025
802
$802K 0.01%
+14,261
803
$797K 0.01%
9,001
+6,039
804
$792K 0.01%
49,358
+15,077
805
$790K 0.01%
39,790
+7,010
806
$790K 0.01%
16,072
-112
807
$787K 0.01%
28,327
+7,954
808
$787K 0.01%
+9,406
809
$787K 0.01%
+54,651
810
$786K 0.01%
19,247
+145
811
$784K 0.01%
17,011
-8,418
812
$784K 0.01%
22,354
+13,812
813
$782K 0.01%
476
+6
814
$781K 0.01%
50,509
+801
815
$777K 0.01%
55,230
+970
816
$775K 0.01%
35,853
-530
817
$772K 0.01%
61,710
-1,970
818
$769K 0.01%
+76,913
819
$768K 0.01%
139,697
+20,509
820
$768K 0.01%
15,198
+1,238
821
$766K 0.01%
13,906
+3,665
822
$766K 0.01%
16,463
+7,039
823
$764K 0.01%
27,230
+12,017
824
$763K 0.01%
25,447
+7,218
825
$762K 0.01%
25,733
+1
31 32
33
34 35