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
1251
$474K 0.01%
8,500
-800
1252
$474K 0.01%
9,876
-5,370
1253
$474K 0.01%
39,170
-3,542
1254
$473K 0.01%
40,936
-16,139
1255
$472K 0.01%
4,553
-117
1256
$472K 0.01%
29,575
-1,000
1257
$470K 0.01%
22,078
+3,158
1258
$469K 0.01%
5,602
+14
1259
$469K 0.01%
+10,796
1260
$469K 0.01%
6,309
+3,493
1261
$467K 0.01%
47,972
-10,451
1262
$467K 0.01%
16,756
-208
1263
$467K 0.01%
16,038
-890
1264
$465K 0.01%
19,614
+10,553
1265
$464K 0.01%
6,964
-5,835
1266
$464K 0.01%
9,209
-310
1267
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37,690
+1,065
1268
$463K 0.01%
1,621
-559
1269
$463K 0.01%
14,562
+6,717
1270
$462K 0.01%
23,101
-28,083
1271
$461K 0.01%
2,476
+96
1272
$461K 0.01%
5,925
+594
1273
$461K 0.01%
15,637
+7,901
1274
$458K 0.01%
3,832
+363
1275
$456K 0.01%
24,215
-923
49 50
51
52 53