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
1101
$432K 0.01%
+27,340
1102
$431K 0.01%
3,672
-150
1103
$429K 0.01%
+2,022
1104
$429K 0.01%
+5,326
1105
$429K 0.01%
7,156
-8,751
1106
$428K 0.01%
14,583
+4,626
1107
$428K 0.01%
23,421
+160
1108
$427K 0.01%
3,708
-9,003
1109
$427K 0.01%
7,606
+321
1110
$426K 0.01%
6,564
+2,905
1111
$426K 0.01%
7,533
+4
1112
$426K 0.01%
16,008
+7,088
1113
$425K 0.01%
+2,480
1114
$424K 0.01%
15,431
+1,540
1115
$424K 0.01%
16,550
+530
1116
$423K 0.01%
3,448
+3
1117
$421K 0.01%
10,111
+442
1118
$421K 0.01%
5,719
+1,503
1119
$421K 0.01%
14,868
-738
1120
$420K 0.01%
+11,817
1121
$419K 0.01%
4,588
-2,031
1122
$418K 0.01%
4,346
-1,684
1123
$418K 0.01%
+38,824
1124
$418K 0.01%
12,474
+692
1125
$417K 0.01%
6,459
-369
43 44
45
46 47