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
826
$762K 0.01%
256,540
+100
827
$759K 0.01%
+15,646
828
$759K 0.01%
+30,848
829
$744K 0.01%
4,524
+2,787
830
$740K 0.01%
13,098
-52,233
831
$739K 0.01%
+14,863
832
$738K 0.01%
11,446
-3,146
833
$735K 0.01%
2,044
+1,386
834
$734K 0.01%
27,754
-1,956
835
$732K 0.01%
19,398
-1,177
836
$731K 0.01%
16,181
-161
837
$729K 0.01%
16,760
+826
838
$729K 0.01%
30,462
+4,087
839
$726K 0.01%
19,397
+248
840
$724K 0.01%
5,544
+45
841
$722K 0.01%
14,899
-1,075
842
$721K 0.01%
25,968
+8,928
843
$720K 0.01%
+51,745
844
$719K 0.01%
6,494
-1,847
845
$717K 0.01%
31,162
+17,812
846
$715K 0.01%
14,217
-870
847
$714K 0.01%
15,168
-6,420
848
$713K 0.01%
6,113
+4,108
849
$712K 0.01%
52,845
-31,731
850
$711K 0.01%
10,880
+5,111
32 33
34
35 36