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
826
$1.15M 0.01%
3,088
-198
827
$1.15M 0.01%
15,292
+510
828
$1.15M 0.01%
21,758
+176
829
$1.15M 0.01%
46,320
-30,525
830
$1.15M 0.01%
23,916
+14,593
831
$1.14M 0.01%
22,736
+15,640
832
$1.14M 0.01%
6,028
-1,989
833
$1.14M 0.01%
78,203
+8,011
834
$1.14M 0.01%
55,576
+9,057
835
$1.13M 0.01%
9,590
+1,285
836
$1.13M 0.01%
43,311
837
$1.13M 0.01%
103,406
-7,811
838
$1.13M 0.01%
24,091
+12,406
839
$1.12M 0.01%
15,238
+1,481
840
$1.12M 0.01%
17,296
-1,250
841
$1.12M 0.01%
16,589
+4,054
842
$1.12M 0.01%
26,639
-688
843
$1.11M 0.01%
12,667
-5,342
844
$1.11M 0.01%
45,239
-29,966
845
$1.11M 0.01%
17,714
-199
846
$1.11M 0.01%
19,192
-7,917
847
$1.11M 0.01%
82,775
-500
848
$1.1M 0.01%
14,757
+199
849
$1.1M 0.01%
4,503
+2,066
850
$1.1M 0.01%
32,667
+4,491
32 33
34
35 36