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
1176
$559K 0.01%
5,696
-478
1177
$558K 0.01%
3,713
+1,317
1178
$557K 0.01%
+3,209
1179
$557K 0.01%
30,335
-1,255
1180
$557K 0.01%
13,879
-712
1181
$557K 0.01%
15,037
-300
1182
$557K 0.01%
39,749
+25
1183
$554K 0.01%
10,759
+384
1184
$553K 0.01%
730
-297
1185
$552K 0.01%
5,336
+1,557
1186
$552K 0.01%
7,492
+1,493
1187
$550K 0.01%
11,006
-38
1188
$549K 0.01%
5,679
+548
1189
$549K 0.01%
4,673
-576
1190
$547K 0.01%
16,192
+733
1191
$546K 0.01%
38,000
1192
$546K 0.01%
39,828
-8,889
1193
$545K 0.01%
44,617
-5,879
1194
$545K 0.01%
3,675
-894
1195
$537K 0.01%
11,800
+1,100
1196
$535K 0.01%
59,442
+23,027
1197
$534K 0.01%
2,434
-457
1198
$533K 0.01%
13,228
+382
1199
$531K 0.01%
131,090
+939
1200
$530K 0.01%
2,580
-19
46 47
48
49 50