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
1051
$472K 0.01%
7,673
-21,366
1052
$472K 0.01%
5,280
-99
1053
$472K 0.01%
8,822
-6
1054
$471K 0.01%
20,010
-3,662
1055
$469K 0.01%
14,000
+290
1056
$468K 0.01%
16,378
+7,840
1057
$467K 0.01%
+15,908
1058
$467K 0.01%
13,317
+4,667
1059
$466K 0.01%
16,905
-6,257
1060
$462K 0.01%
+20,690
1061
$459K 0.01%
806
-355
1062
$458K 0.01%
1,711
-738
1063
$458K 0.01%
7,867
+211
1064
$457K 0.01%
+21,788
1065
$457K 0.01%
46,844
+18,041
1066
$456K 0.01%
14,732
-1,650
1067
$454K 0.01%
14,608
+4,162
1068
$454K 0.01%
278,700
-3,000
1069
$454K 0.01%
25,080
+331
1070
$454K 0.01%
19,436
+4,423
1071
$453K 0.01%
+38,210
1072
$451K 0.01%
22,261
+1,722
1073
$451K 0.01%
19,305
+510
1074
$451K 0.01%
+9,827
1075
$450K 0.01%
60,200
+1,000
41 42
43
44 45