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
851
$711K 0.01%
18,779
+1,079
852
$710K 0.01%
+96,943
853
$709K 0.01%
26,695
854
$705K 0.01%
4,519
-1,207
855
$699K 0.01%
23,733
-353
856
$699K 0.01%
37,693
+13,325
857
$699K 0.01%
82,151
+68,446
858
$695K 0.01%
56,296
-44,477
859
$692K 0.01%
50,666
+8,776
860
$692K 0.01%
17,757
-16,523
861
$691K 0.01%
14,429
-2,686
862
$688K 0.01%
9,035
-188
863
$687K 0.01%
21,111
+15,080
864
$685K 0.01%
10,965
+5,073
865
$683K 0.01%
24,032
+17,448
866
$683K 0.01%
18,491
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867
$683K 0.01%
9,062
-27,709
868
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+105,730
869
$680K 0.01%
15,429
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870
$678K 0.01%
10,126
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871
$678K 0.01%
+21,383
872
$677K 0.01%
5,202
-1,989
873
$676K 0.01%
8,841
-1,323
874
$675K 0.01%
7,504
-300
875
$674K 0.01%
+20,649
33 34
35
36 37