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
1226
$498K 0.01%
29,346
-9,668
1227
$498K 0.01%
3,017
-109
1228
$497K 0.01%
29,532
+14,557
1229
$497K 0.01%
5,665
+72
1230
$496K 0.01%
20,342
+474
1231
$495K 0.01%
8,080
-291
1232
$495K 0.01%
95,244
-22,654
1233
$494K 0.01%
2,369
1234
$492K 0.01%
9,187
-5,219
1235
$491K 0.01%
5,870
-3,822
1236
$491K 0.01%
+3,326
1237
$491K 0.01%
5,094
1238
$491K 0.01%
22,119
-588
1239
$486K 0.01%
10,756
+162
1240
$486K 0.01%
14,938
+154
1241
$486K 0.01%
4,216
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1242
$484K 0.01%
8,759
-151
1243
$484K 0.01%
13,504
-2,721
1244
$483K 0.01%
213,800
-1,000
1245
$482K 0.01%
8,101
+2,338
1246
$478K 0.01%
13,812
-2,190
1247
$477K 0.01%
19,584
-1,579
1248
$477K 0.01%
10,178
-410
1249
$476K 0.01%
9,907
-17,123
1250
$475K 0.01%
10,362
+123
48 49
50
51 52