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
901
$634K 0.01%
9,163
-618
902
$631K 0.01%
43,681
-24,468
903
$630K 0.01%
19,369
-258
904
$630K 0.01%
9,028
+748
905
$628K 0.01%
12,846
+1
906
$628K 0.01%
19,328
+11,850
907
$627K 0.01%
15,177
+8,508
908
$627K 0.01%
12,588
+8,488
909
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42,802
+20,866
910
$620K 0.01%
+24,569
911
$619K 0.01%
112,001
+28,483
912
$619K 0.01%
+8,668
913
$619K 0.01%
11,579
+6,756
914
$619K 0.01%
24,444
+245
915
$619K 0.01%
7,134
-6,026
916
$617K 0.01%
12,348
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917
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28,370
-618
918
$615K 0.01%
+17,170
919
$612K 0.01%
71,603
+24,542
920
$612K 0.01%
+10,655
921
$611K 0.01%
55,866
+29,961
922
$610K 0.01%
36,460
-16,421
923
$605K 0.01%
6,128
-204
924
$602K 0.01%
22,445
+1,452
925
$601K 0.01%
7,094
-3,224
35 36
37
38 39