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
1126
$416K 0.01%
2,067
+441
1127
$415K 0.01%
5,099
+2,142
1128
$414K 0.01%
4,415
1129
$413K 0.01%
9,693
+1,062
1130
$412K 0.01%
+48,556
1131
$412K 0.01%
+12,875
1132
$411K 0.01%
20,239
-15,805
1133
$410K 0.01%
+1,243
1134
$409K 0.01%
19,161
+455
1135
$409K 0.01%
+24,834
1136
$406K 0.01%
2,444
-1,219
1137
$406K 0.01%
4,650
-331
1138
$404K 0.01%
25,824
-2,430
1139
$403K 0.01%
16,386
+1,449
1140
$402K 0.01%
4,445
-5,380
1141
$402K 0.01%
15,112
+50
1142
$400K 0.01%
17,755
+231
1143
$398K 0.01%
44,789
-7,995
1144
$397K 0.01%
11,804
-6,500
1145
$396K 0.01%
+9,192
1146
$394K 0.01%
+4,186
1147
$394K 0.01%
+23,997
1148
$393K 0.01%
19,800
-1,630
1149
$391K 0.01%
7,320
+230
1150
$391K 0.01%
23,249
+133
44 45
46
47 48