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
876
$1.04M 0.01%
38,041
+2,919
877
$1.04M 0.01%
30,379
-150
878
$1.04M 0.01%
13,199
+2,151
879
$1.03M 0.01%
7,233
-3,493
880
$1.03M 0.01%
7,469
-1,955
881
$1.03M 0.01%
54,974
+10,164
882
$1.03M 0.01%
75,002
-19,794
883
$1.03M 0.01%
21,802
+5,524
884
$1.03M 0.01%
43,804
+31,371
885
$1.02M 0.01%
9,212
-1,613
886
$1.02M 0.01%
27,143
+2,005
887
$1.02M 0.01%
27,667
-4,177
888
$1.02M 0.01%
4,668
+449
889
$1.01M 0.01%
136,300
-31,912
890
$1.01M 0.01%
16,443
-3,436
891
$1.01M 0.01%
29,077
-469
892
$1.01M 0.01%
11,012
-6,351
893
$1.01M 0.01%
16,783
+372
894
$1M 0.01%
20,691
+1,039
895
$999K 0.01%
9,066
+1,316
896
$998K 0.01%
21,683
-5,812
897
$996K 0.01%
44,499
-14,685
898
$995K 0.01%
41,858
-12,496
899
$994K 0.01%
9,575
+115
900
$988K 0.01%
7,088
+233
34 35
36
37 38