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
976
$538K 0.01%
10,687
+950
977
$535K 0.01%
+17,724
978
$535K 0.01%
+3,933
979
$535K 0.01%
22,505
-774
980
$535K 0.01%
17,238
-5,906
981
$534K 0.01%
5,346
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982
$533K 0.01%
14,366
-287
983
$531K 0.01%
2,699
+95
984
$531K 0.01%
33,136
+22,454
985
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31,670
+8,460
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$529K 0.01%
13,041
-826
987
$527K 0.01%
5,962
+1,633
988
$526K 0.01%
+5,089
989
$525K 0.01%
75,430
+61,876
990
$525K 0.01%
41,900
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$525K 0.01%
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992
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25,719
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993
$523K 0.01%
39,235
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994
$521K 0.01%
13,381
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995
$521K 0.01%
33,881
+16,310
996
$521K 0.01%
21,803
+2,432
997
$520K 0.01%
3,943
-7
998
$519K 0.01%
11,500
+1,172
999
$518K 0.01%
9,336
+364
1000
$517K 0.01%
1,703
-45
38 39
40
41 42