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
1151
$390K 0.01%
27,662
1152
$390K 0.01%
17,242
1153
$390K 0.01%
45,257
-766
1154
$388K 0.01%
4,548
+313
1155
$388K 0.01%
11,668
+713
1156
$387K 0.01%
90,743
+47,761
1157
$386K 0.01%
3,105
-72
1158
$386K 0.01%
+33,454
1159
$385K 0.01%
716
+346
1160
$384K 0.01%
24,534
-11,469
1161
$384K 0.01%
4,378
+190
1162
$382K 0.01%
3,597
-431
1163
$381K 0.01%
5,637
+71
1164
$381K 0.01%
22,000
-2,000
1165
$379K 0.01%
+52,100
1166
$378K 0.01%
16,796
1167
$377K 0.01%
13,677
+575
1168
$375K 0.01%
+23,294
1169
$374K 0.01%
12,308
1170
$374K 0.01%
37,025
-872
1171
$373K 0.01%
1,773
-914
1172
$373K 0.01%
1,348
+275
1173
$369K 0.01%
4,897
+221
1174
$368K 0.01%
1,843
+11
1175
$368K 0.01%
111,729
+19,231
45 46
47
48 49