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
1126
$615K 0.01%
25,032
1127
$614K 0.01%
+19,942
1128
$612K 0.01%
1,186
+666
1129
$612K 0.01%
12,067
+3,764
1130
$611K 0.01%
+6,590
1131
$609K 0.01%
+20,009
1132
$607K 0.01%
11,831
-11,289
1133
$605K 0.01%
3,783
+717
1134
$605K 0.01%
4,335
+311
1135
$605K 0.01%
+11,552
1136
$605K 0.01%
1,305
+644
1137
$604K 0.01%
10,579
-2,860
1138
$600K 0.01%
+18,600
1139
$599K 0.01%
5,427
-888
1140
$599K 0.01%
7,092
-322
1141
$599K 0.01%
25,033
-394
1142
$595K 0.01%
1,629
+581
1143
$594K 0.01%
38,978
+1,180
1144
$593K 0.01%
22,415
-225
1145
$591K 0.01%
10,837
+4,583
1146
$590K 0.01%
6,644
+909
1147
$590K 0.01%
12,589
+220
1148
$589K 0.01%
13,523
-262
1149
$586K 0.01%
5,169
-856
1150
$585K 0.01%
5,845
-1,448
44 45
46
47 48