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
1051
$703K 0.01%
42,047
+2,751
1052
$700K 0.01%
3,822
-1,627
1053
$699K 0.01%
16,887
-20,368
1054
$699K 0.01%
+7,758
1055
$695K 0.01%
13,275
-668
1056
$695K 0.01%
8,765
-1
1057
$692K 0.01%
7,193
-2,463
1058
$684K 0.01%
21,816
-5,291
1059
$682K 0.01%
49,864
+10,437
1060
$681K 0.01%
29,371
-869
1061
$681K 0.01%
22,596
-1,592
1062
$681K 0.01%
18,178
-22,263
1063
$679K 0.01%
45,179
-1,466
1064
$679K 0.01%
57,732
+7,679
1065
$678K 0.01%
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1066
$678K 0.01%
6,475
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1067
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8,477
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1068
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1069
$673K 0.01%
13,872
-2
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$672K 0.01%
17,550
-200
1071
$668K 0.01%
88
-14
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$668K 0.01%
62,700
-1,687
1073
$667K 0.01%
3,417
-55
1074
$667K 0.01%
2,959
-3,634
1075
$665K 0.01%
12,828
-42
41 42
43
44 45