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
876
$674K 0.01%
101,872
+13,942
877
$673K 0.01%
14,939
-3,831
878
$672K 0.01%
15,513
-1,014
879
$672K 0.01%
26,806
-6,513
880
$670K 0.01%
+6,288
881
$665K 0.01%
+56,025
882
$664K 0.01%
24,858
+6,679
883
$663K 0.01%
42,026
+23,157
884
$661K 0.01%
+29,250
885
$661K 0.01%
3,853
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886
$658K 0.01%
4,975
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887
$658K 0.01%
17,049
-483
888
$657K 0.01%
22,747
+6,070
889
$656K 0.01%
16,278
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890
$656K 0.01%
35,260
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891
$653K 0.01%
18,182
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892
$652K 0.01%
11,789
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893
$648K 0.01%
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894
$645K 0.01%
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895
$643K 0.01%
184,748
+55,021
896
$639K 0.01%
77,350
-1,850
897
$638K 0.01%
11,221
-12,007
898
$637K 0.01%
+51,151
899
$637K 0.01%
69,120
+24,169
900
$634K 0.01%
+21,229
34 35
36
37 38