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
1026
$490K 0.01%
167,866
1027
$490K 0.01%
14,756
+6,106
1028
$487K 0.01%
14,935
-1,092
1029
$487K 0.01%
2,955
+1,446
1030
$487K 0.01%
19,509
+888
1031
$487K 0.01%
13,570
+7,594
1032
$486K 0.01%
6,772
+390
1033
$486K 0.01%
97,150
+34,055
1034
$484K 0.01%
25,386
-11,916
1035
$483K 0.01%
4,874
-3,076
1036
$483K 0.01%
7,843
+757
1037
$483K 0.01%
12,884
+1,792
1038
$481K 0.01%
+38,518
1039
$480K 0.01%
50,724
+525
1040
$480K 0.01%
13,577
-346
1041
$478K 0.01%
9,743
+5,502
1042
$478K 0.01%
11,829
+3,212
1043
$476K 0.01%
5,765
-170
1044
$474K 0.01%
27,821
+500
1045
$474K 0.01%
20,426
-22,906
1046
$474K 0.01%
9,104
+796
1047
$474K 0.01%
+15,937
1048
$473K 0.01%
42,051
+23,894
1049
$473K 0.01%
56,229
-4,233
1050
$473K 0.01%
22,209
40 41
42
43 44