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
1251
$321K 0.01%
45,617
+1,660
1252
$320K 0.01%
+27,966
1253
$319K 0.01%
+1,317
1254
$318K 0.01%
2,313
-2,567
1255
$317K 0.01%
+7,621
1256
$317K 0.01%
+3,654
1257
$317K 0.01%
64,115
+44,744
1258
$316K 0.01%
5,010
+264
1259
$315K 0.01%
+9,487
1260
$315K 0.01%
7,669
-5,484
1261
$315K 0.01%
2,029
-51
1262
$314K 0.01%
2,081
+42
1263
$314K 0.01%
8,577
+1,109
1264
$314K 0.01%
+1,198
1265
$314K 0.01%
17,090
+36
1266
$314K 0.01%
38,541
+22,223
1267
$314K 0.01%
4,155
-129
1268
$313K 0.01%
45,001
-28,889
1269
$313K 0.01%
+759
1270
$312K 0.01%
+7,505
1271
$310K 0.01%
23,932
+2,571
1272
$310K 0.01%
+26,300
1273
$309K 0.01%
7,893
-338
1274
$309K 0.01%
26,025
-182
1275
$309K 0.01%
3,209
+7
49 50
51
52 53