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
1151
$585K 0.01%
9,698
+213
1152
$585K 0.01%
12,783
+6,065
1153
$583K 0.01%
8,608
+86
1154
$583K 0.01%
40,997
+516
1155
$582K 0.01%
19,763
-2,621
1156
$581K 0.01%
22,344
-11,690
1157
$581K 0.01%
4,289
-693
1158
$580K 0.01%
5,673
+311
1159
$576K 0.01%
10,584
-4,412
1160
$575K 0.01%
2,909
-307
1161
$572K 0.01%
24,685
+6,045
1162
$571K 0.01%
3,938
1163
$571K 0.01%
51,122
-21,882
1164
$571K 0.01%
4,360
+3
1165
$570K 0.01%
5,224
+427
1166
$569K 0.01%
4,229
+91
1167
$569K 0.01%
9,551
+1,716
1168
$568K 0.01%
11,372
-3,019
1169
$568K 0.01%
10,685
+2,150
1170
$567K 0.01%
8,608
-10,684
1171
$567K 0.01%
13,144
+2,551
1172
$566K 0.01%
17,042
+528
1173
$566K 0.01%
42,441
-632
1174
$564K 0.01%
29,125
-1,080
1175
$564K 0.01%
8,074
+4,204
45 46
47
48 49