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
801
$1.23M 0.01%
30,651
-1,051
802
$1.23M 0.01%
8,668
+1,362
803
$1.2M 0.01%
56,125
+1,215
804
$1.2M 0.01%
33,269
+25,083
805
$1.2M 0.01%
95,363
-7,335
806
$1.2M 0.01%
3,114
-22
807
$1.2M 0.01%
16,680
+654
808
$1.2M 0.01%
17,034
-655
809
$1.2M 0.01%
43,196
-2,172
810
$1.2M 0.01%
38,314
+100
811
$1.19M 0.01%
4,047
-374
812
$1.19M 0.01%
52,734
+777
813
$1.18M 0.01%
31,225
+50
814
$1.18M 0.01%
92,461
-11,745
815
$1.18M 0.01%
21,217
+4,557
816
$1.18M 0.01%
41,495
-5,448
817
$1.18M 0.01%
3,087
+688
818
$1.18M 0.01%
2,443
+533
819
$1.17M 0.01%
11,731
-242
820
$1.17M 0.01%
38,432
+17,075
821
$1.17M 0.01%
104,083
-30,476
822
$1.16M 0.01%
83,000
823
$1.16M 0.01%
16,292
+1,343
824
$1.16M 0.01%
28,698
-826
825
$1.15M 0.01%
17,135
+4,607
31 32
33
34 35