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
1226
$336K 0.01%
6,151
-4,700
1227
$335K 0.01%
22,109
-1,957
1228
$334K 0.01%
12,493
-206
1229
$334K 0.01%
10,524
+75
1230
$333K 0.01%
5,167
-2,543
1231
$333K 0.01%
+7,133
1232
$333K 0.01%
1,798
-685
1233
$332K 0.01%
11,493
+4,896
1234
$332K 0.01%
+27,435
1235
$329K 0.01%
6,727
-124
1236
$328K 0.01%
+16,059
1237
$328K 0.01%
9,667
+744
1238
$328K 0.01%
+3,505
1239
$328K 0.01%
5,599
+140
1240
$328K 0.01%
5,886
-5,803
1241
$326K 0.01%
35,000
+10,000
1242
$326K 0.01%
11,507
+1,227
1243
$325K 0.01%
10,868
1244
$325K 0.01%
2,386
+960
1245
$324K 0.01%
11,538
-1,989
1246
$323K 0.01%
8,698
1247
$322K 0.01%
10,484
+1,723
1248
$322K 0.01%
+11,290
1249
$322K 0.01%
12,690
-122
1250
$321K 0.01%
3,903
-5,996
48 49
50
51 52