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
951
$571K 0.01%
+12,123
952
$571K 0.01%
11,584
+4,657
953
$570K 0.01%
12,972
+2,702
954
$569K 0.01%
27,099
-103
955
$565K 0.01%
31,268
-8,803
956
$564K 0.01%
+7,820
957
$564K 0.01%
+15,284
958
$564K 0.01%
22,035
-2,166
959
$563K 0.01%
12,576
-6,030
960
$563K 0.01%
15,534
-232
961
$562K 0.01%
8,780
+1,883
962
$560K 0.01%
+11,575
963
$559K 0.01%
6,863
+134
964
$557K 0.01%
13,254
+1,878
965
$554K 0.01%
21,014
-4,555
966
$553K 0.01%
12,790
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967
$547K 0.01%
18,246
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968
$547K 0.01%
9,400
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969
$546K 0.01%
9,073
970
$543K 0.01%
15,642
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971
$542K 0.01%
13,970
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972
$542K 0.01%
13,748
-1,483
973
$542K 0.01%
22,032
+5,298
974
$541K 0.01%
21,000
-3,500
975
$540K 0.01%
+14,060
37 38
39
40 41