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
901
$985K 0.01%
51,254
+1,348
902
$974K 0.01%
49,709
-13,099
903
$973K 0.01%
+18,740
904
$969K 0.01%
26,930
+3,355
905
$960K 0.01%
55,820
+16,094
906
$956K 0.01%
8,064
-247
907
$955K 0.01%
19,049
-2,344
908
$955K 0.01%
115,969
-8,360
909
$948K 0.01%
12,145
-4,411
910
$947K 0.01%
13,376
+2,881
911
$946K 0.01%
37,184
-4,622
912
$945K 0.01%
+18,034
913
$944K 0.01%
9,731
-519
914
$938K 0.01%
20,741
+156
915
$935K 0.01%
15,303
-356
916
$934K 0.01%
5,859
+1,463
917
$933K 0.01%
21,083
+382
918
$930K 0.01%
10,534
-4,073
919
$929K 0.01%
3,555
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920
$928K 0.01%
12,055
-605
921
$928K 0.01%
21,508
-116
922
$927K 0.01%
8,699
-666
923
$922K 0.01%
73,675
-5,274
924
$920K 0.01%
40,508
-6,709
925
$919K 0.01%
1,558
-27
35 36
37
38 39