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
1076
$448K 0.01%
4,761
-433
1077
$448K 0.01%
7,016
-86
1078
$447K 0.01%
2,047
+936
1079
$446K 0.01%
18,969
-19,661
1080
$446K 0.01%
7,963
-333
1081
$444K 0.01%
29,279
-1,850
1082
$444K 0.01%
5,897
-5,541
1083
$440K 0.01%
4,072
-106
1084
$440K 0.01%
8,545
1085
$438K 0.01%
14,802
+1,610
1086
$438K 0.01%
3,139
+43
1087
$437K 0.01%
+49,100
1088
$437K 0.01%
5,815
-924
1089
$437K 0.01%
+34,847
1090
$437K 0.01%
6,144
+1,697
1091
$437K 0.01%
7,059
-3,038
1092
$437K 0.01%
+34,775
1093
$435K 0.01%
3,821
-168
1094
$435K 0.01%
+16,136
1095
$435K 0.01%
59,561
+19,825
1096
$435K 0.01%
44,989
+24,500
1097
$434K 0.01%
32,007
-4,391
1098
$434K 0.01%
9,391
-200
1099
$433K 0.01%
6,037
+918
1100
$432K 0.01%
19,734
+14
42 43
44
45 46