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
926
$919K 0.01%
9,650
+19
927
$917K 0.01%
31,996
+7,797
928
$916K 0.01%
28,584
-221
929
$916K 0.01%
17,661
+167
930
$911K 0.01%
9,138
-3,178
931
$908K 0.01%
33,012
-732
932
$908K 0.01%
6,866
-3,720
933
$905K 0.01%
23,539
-4,096
934
$903K 0.01%
17,047
+3,925
935
$903K 0.01%
13,519
+10
936
$901K 0.01%
20,655
+1,515
937
$898K 0.01%
25,204
+17,870
938
$893K 0.01%
15,589
+1,689
939
$888K 0.01%
26,042
+16,553
940
$883K 0.01%
+11,751
941
$877K 0.01%
5,003
+9
942
$876K 0.01%
19,392
+5
943
$874K 0.01%
23,731
+521
944
$871K 0.01%
9,735
+6,423
945
$870K 0.01%
16,821
-12,963
946
$870K 0.01%
34,094
+7,938
947
$866K 0.01%
4,404
-1,032
948
$864K 0.01%
14,300
-3,662
949
$859K 0.01%
19,942
-1,232
950
$858K 0.01%
25,149
+1,354
36 37
38
39 40