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
1176
$367K 0.01%
9,408
-1,388
1177
$367K 0.01%
11,224
-3,340
1178
$367K 0.01%
27,899
+3,040
1179
$366K 0.01%
28,600
+865
1180
$365K 0.01%
8,957
-12,769
1181
$364K 0.01%
5,456
-3,295
1182
$364K 0.01%
50,005
+35,729
1183
$364K 0.01%
7,109
+105
1184
$363K 0.01%
11,016
+288
1185
$361K 0.01%
14,088
-10,623
1186
$359K 0.01%
11,196
+243
1187
$358K 0.01%
23,863
-8,403
1188
$357K 0.01%
+3,887
1189
$356K 0.01%
8,670
-7,667
1190
$356K 0.01%
10,047
1191
$355K 0.01%
6,033
-50
1192
$355K 0.01%
5,626
+40
1193
$354K 0.01%
+2,616
1194
$354K 0.01%
+1,640
1195
$354K 0.01%
6,371
-515
1196
$353K 0.01%
23,470
-1,146
1197
$352K 0.01%
3,980
-1,381
1198
$352K 0.01%
11,562
+95
1199
$351K 0.01%
3,595
-79
1200
$351K 0.01%
+18,097
46 47
48
49 50