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
951
$856K 0.01%
37,122
-8,426
952
$852K 0.01%
32,778
-1,425
953
$850K 0.01%
18,086
+4,148
954
$850K 0.01%
17,298
+8,898
955
$848K 0.01%
70,008
-11,739
956
$847K 0.01%
153,122
-22,611
957
$847K 0.01%
17,068
+3,898
958
$847K 0.01%
12,500
-51,507
959
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3,399
-291
960
$843K 0.01%
26,350
+700
961
$842K 0.01%
10,098
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962
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6,068
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963
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25,720
+1,500
964
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5,454
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18,181
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968
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15,010
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969
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122,905
-8,393
970
$835K 0.01%
43,250
-21,500
971
$834K 0.01%
52,982
-2,561
972
$832K 0.01%
33,320
-2,440
973
$832K 0.01%
14,569
-6,636
974
$827K 0.01%
2,144
-331
975
$823K 0.01%
18,527
-2,212
37 38
39
40 41